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Disclosery

Perigon Wealth Management, LLC: EFG position timeline

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

Perigon Wealth Management, LLC held 54,750 EFG 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 54,750 shares
    Change vs previous 13F +22,801 shares

    0.11% of the 13F portfolio, value $6,811,992.

    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 31,949 shares
    Change vs previous 13F +3,678 shares

    0.06% of the 13F portfolio, value $3,558,148.

    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 28,271 shares
    Change vs previous 13F -22,457 shares

    0.06% of the 13F portfolio, value $3,220,621.

    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 50,728 shares
    Change vs previous 13F -63,433 shares

    0.12% of the 13F portfolio, value $5,776,855.

    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 114,161 shares
    Change vs previous 13F +2,483 shares

    0.3% of the 13F portfolio, value $12,785,994.

    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 111,678 shares
    Change vs previous 13F -37,404 shares

    0.29% of the 13F portfolio, value $11,167,824.

    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 149,082 shares
    Change vs previous 13F +19,961 shares

    0.36% of the 13F portfolio, value $14,627,963.

    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 129,121 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $13,899,822.

    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).