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Perigon Wealth Management, LLC: EFAV position timeline

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

Perigon Wealth Management, LLC held 12,583 EFAV 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 12,583 shares
    Change vs previous 13F +70 shares

    0.02% of the 13F portfolio, value $1,103,625.

    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 12,513 shares
    Change vs previous 13F -537 shares

    0.02% of the 13F portfolio, value $1,143,279.

    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 13,050 shares
    Change vs previous 13F +1,672 shares

    0.02% of the 13F portfolio, value $1,125,530.

    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 11,378 shares
    Change vs previous 13F -1,219 shares

    0.02% of the 13F portfolio, value $965,162.

    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 12,597 shares
    Change vs previous 13F -29 shares

    0.02% of the 13F portfolio, value $1,058,870.

    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 12,626 shares
    Change vs previous 13F -2,028 shares

    0.03% of the 13F portfolio, value $983,787.

    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 14,654 shares
    Change vs previous 13F -605 shares

    0.03% of the 13F portfolio, value $1,035,570.

    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 15,259 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,170,335.

    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).