Perigon Wealth Management, LLC: DG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Perigon Wealth Management, LLC on DG, newest first. How the timeline and the estimate are built.
Perigon Wealth Management, LLC held 5,207 DG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 5,207 sharesChange vs previous 13F -499 shares
0.01% of the 13F portfolio, value $599,427.
13F-HR 0001951757-26-001189 filed by Perigon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,706 sharesChange vs previous 13F -2,247 shares
0.01% of the 13F portfolio, value $677,465.
13F-HR 0001951757-26-000567 filed by Perigon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,953 sharesChange vs previous 13F -1,606 shares
0.02% of the 13F portfolio, value $1,055,972.
13F-HR 0001951757-26-000202 filed by Perigon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 9,559 sharesChange vs previous 13F +2,558 shares
0.02% of the 13F portfolio, value $987,905.
13F-HR 0001951757-25-001161 filed by Perigon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,001 sharesChange vs previous 13F +178 shares
0.02% of the 13F portfolio, value $800,804.
13F-HR 0001951757-25-000869 filed by Perigon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,823 sharesChange vs previous 13F -427 shares
0.02% of the 13F portfolio, value $599,913.
13F-HR 0001951757-25-000439 filed by Perigon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,250 sharesChange vs previous 13F +7,250 shares
0.01% of the 13F portfolio, value $502,155.
13F-HR 0001951757-25-000106 filed by Perigon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 0 sharesChange vs previous 13F not available
13F-HR 0001951757-24-001054 filed by Perigon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.