Skip to content
Disclosery

Perigon Wealth Management, LLC: EPD position timeline

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

Perigon Wealth Management, LLC held 96,653 EPD 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 96,653 shares
    Change vs previous 13F +1,528 shares

    0.06% of the 13F portfolio, value $3,552,953.

    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 95,125 shares
    Change vs previous 13F -255 shares

    0.07% of the 13F portfolio, value $3,599,549.

    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 95,380 shares
    Change vs previous 13F -2,847 shares

    0.05% of the 13F portfolio, value $3,057,867.

    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 98,227 shares
    Change vs previous 13F -3,333 shares

    0.06% of the 13F portfolio, value $3,071,568.

    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 101,560 shares
    Change vs previous 13F +2,718 shares

    0.07% of the 13F portfolio, value $3,149,363.

    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 98,842 shares
    Change vs previous 13F +1,887 shares

    0.09% of the 13F portfolio, value $3,374,479.

    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 96,955 shares
    Change vs previous 13F -2,790 shares

    0.08% of the 13F portfolio, value $3,264,487.

    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 99,745 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,903,573.

    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).