Perigon Wealth Management, LLC: DSI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Perigon Wealth Management, LLC on DSI, newest first. How the timeline and the estimate are built.
Perigon Wealth Management, LLC held 56,065 DSI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 56,065 sharesChange vs previous 13F +1,143 shares
0.13% of the 13F portfolio, value $7,983,108.
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 54,922 sharesChange vs previous 13F +1,112 shares
0.12% of the 13F portfolio, value $6,656,020.
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 53,810 sharesChange vs previous 13F +2,781 shares
0.12% of the 13F portfolio, value $6,932,401.
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 51,029 sharesChange vs previous 13F +2,914 shares
0.13% of the 13F portfolio, value $6,427,111.
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 48,115 sharesChange vs previous 13F -11,752 shares
0.13% of the 13F portfolio, value $5,588,994.
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 59,867 sharesChange vs previous 13F -4,940 shares
0.16% of the 13F portfolio, value $6,130,949.
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 64,807 sharesChange vs previous 13F +12,051 shares
0.18% of the 13F portfolio, value $7,230,565.
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 52,756 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $5,739,345.
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).