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Perigon Wealth Management, LLC: ESGU position timeline

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

Perigon Wealth Management, LLC held 38,895 ESGU 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 38,895 shares
    Change vs previous 13F -142 shares

    0.1% of the 13F portfolio, value $6,366,024.

    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 39,037 shares
    Change vs previous 13F -368 shares

    0.1% of the 13F portfolio, value $5,520,581.

    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 39,405 shares
    Change vs previous 13F +1,480 shares

    0.11% of the 13F portfolio, value $5,870,511.

    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 37,925 shares
    Change vs previous 13F +1,740 shares

    0.11% of the 13F portfolio, value $5,521,946.

    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 36,185 shares
    Change vs previous 13F -3,234 shares

    0.11% of the 13F portfolio, value $4,895,788.

    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 39,419 shares
    Change vs previous 13F -3,836 shares

    0.12% of the 13F portfolio, value $4,805,589.

    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 43,255 shares
    Change vs previous 13F +1,874 shares

    0.14% of the 13F portfolio, value $5,638,758.

    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 41,381 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $5,221,442.

    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).