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Perigon Wealth Management, LLC: ESGV position timeline

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

Perigon Wealth Management, LLC held 20,859 ESGV 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 20,859 shares
    Change vs previous 13F +38 shares

    0.04% of the 13F portfolio, value $2,758,394.

    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 20,821 shares
    Change vs previous 13F +12 shares

    0.04% of the 13F portfolio, value $2,337,574.

    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 20,809 shares
    Change vs previous 13F -399 shares

    0.05% of the 13F portfolio, value $2,517,057.

    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 21,208 shares
    Change vs previous 13F +406 shares

    0.05% of the 13F portfolio, value $2,511,876.

    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 20,802 shares
    Change vs previous 13F +3,848 shares

    0.05% of the 13F portfolio, value $2,280,731.

    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 16,954 shares
    Change vs previous 13F -1,193 shares

    0.04% of the 13F portfolio, value $1,660,644.

    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 18,147 shares
    Change vs previous 13F +87 shares

    0.05% of the 13F portfolio, value $1,917,412.

    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 18,060 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,835,799.

    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).