Skip to content

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

  1. period ended2026-06-30
    13F 56,065 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 54,922 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 53,810 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 51,029 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 48,115 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 59,867 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 64,807 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 52,756 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).