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Perigon Wealth Management, LLC: EFV position timeline

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

Perigon Wealth Management, LLC held 151,231 EFV 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 151,231 shares
    Change vs previous 13F -181,103 shares

    0.18% of the 13F portfolio, value $11,576,748.

    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 332,334 shares
    Change vs previous 13F -15,523 shares

    0.45% of the 13F portfolio, value $24,709,032.

    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 347,857 shares
    Change vs previous 13F -16,901 shares

    0.44% of the 13F portfolio, value $24,840,465.

    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 364,758 shares
    Change vs previous 13F +45,667 shares

    0.5% of the 13F portfolio, value $24,741,562.

    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 319,091 shares
    Change vs previous 13F +102,174 shares

    0.47% of the 13F portfolio, value $20,255,896.

    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 216,917 shares
    Change vs previous 13F -53,628 shares

    0.33% of the 13F portfolio, value $12,785,104.

    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 270,545 shares
    Change vs previous 13F +36,728 shares

    0.35% of the 13F portfolio, value $14,346,994.

    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 233,817 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $13,451,512.

    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).