Perigon Wealth Management, LLC: DTM position timeline

Perigon Wealth Management, LLC held 1,607 DTM 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 1,607 shares

   Change vs previous 13F +9 shares

   <0.01% of the 13F portfolio, value $235,741.

   13F-HR 0001951757-26-001189 filed by Perigon Wealth Management, LLC
   Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 1,598 shares

   Change vs previous 13F +1,598 shares

   <0.01% of the 13F portfolio, value $215,243.

   13F-HR 0001951757-26-000567 filed by Perigon Wealth Management, LLC
   Filed 2026-04-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -5,032 shares

   13F-HR 0001951757-25-000439 filed by Perigon Wealth Management, LLC
   Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

   Exited: the 13F for this period no longer lists the position.

4. period ended2024-12-31

   13F 5,032 shares

   Change vs previous 13F +707 shares

   0.01% of the 13F portfolio, value $564,979.

   13F-HR 0001951757-25-000106 filed by Perigon Wealth Management, LLC
   Filed 2025-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 4,325 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $340,193.

   13F-HR 0001951757-24-001054 filed by Perigon Wealth Management, LLC
   Filed 2024-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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