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Perigon Wealth Management, LLC: ED position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Perigon Wealth Management, LLC on ED, newest first. How the timeline and the estimate are built.

Perigon Wealth Management, LLC held 14,020 ED 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 14,020 shares
    Change vs previous 13F +1,276 shares

    0.02% of the 13F portfolio, value $1,551,011.

    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 12,744 shares
    Change vs previous 13F +449 shares

    0.03% of the 13F portfolio, value $1,442,379.

    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 12,295 shares
    Change vs previous 13F +4,763 shares

    0.02% of the 13F portfolio, value $1,221,103.

    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 7,532 shares
    Change vs previous 13F +1,124 shares

    0.02% of the 13F portfolio, value $757,080.

    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 6,408 shares
    Change vs previous 13F +457 shares

    0.02% of the 13F portfolio, value $643,113.

    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 5,951 shares
    Change vs previous 13F +68 shares

    0.02% of the 13F portfolio, value $658,062.

    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 5,883 shares
    Change vs previous 13F +553 shares

    0.01% of the 13F portfolio, value $542,579.

    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 5,330 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $555,040.

    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).