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Perigon Wealth Management, LLC: ERTH position timeline

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

Perigon Wealth Management, LLC held 14,906 ERTH 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 14,906 shares
    Change vs previous 13F -477 shares

    0.01% of the 13F portfolio, value $705,081.

    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 15,383 shares
    Change vs previous 13F -3,230 shares

    0.01% of the 13F portfolio, value $729,316.

    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 18,613 shares
    Change vs previous 13F +778 shares

    0.02% of the 13F portfolio, value $878,105.

    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 17,835 shares
    Change vs previous 13F -496 shares

    0.02% of the 13F portfolio, value $849,841.

    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 18,331 shares
    Change vs previous 13F -290 shares

    0.02% of the 13F portfolio, value $778,684.

    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 18,621 shares
    Change vs previous 13F -2,421 shares

    0.02% of the 13F portfolio, value $723,303.

    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 21,042 shares
    Change vs previous 13F -1,200 shares

    0.02% of the 13F portfolio, value $854,810.

    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 22,242 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,003,577.

    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).