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Perigon Wealth Management, LLC: ET position timeline

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

Perigon Wealth Management, LLC held 54,676 ET 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 54,676 shares
    Change vs previous 13F +2,256 shares

    0.02% of the 13F portfolio, value $1,045,399.

    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 52,420 shares
    Change vs previous 13F +7,785 shares

    0.02% of the 13F portfolio, value $1,011,713.

    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 44,635 shares
    Change vs previous 13F +5,050 shares

    0.01% of the 13F portfolio, value $736,027.

    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 39,585 shares
    Change vs previous 13F +644 shares

    0.01% of the 13F portfolio, value $679,276.

    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 38,941 shares
    Change vs previous 13F +2,512 shares

    0.02% of the 13F portfolio, value $706,000.

    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 36,429 shares
    Change vs previous 13F -498 shares

    0.02% of the 13F portfolio, value $677,212.

    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 36,927 shares
    Change vs previous 13F -607 shares

    0.02% of the 13F portfolio, value $747,774.

    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 37,534 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $602,421.

    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).