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Perigon Wealth Management, LLC: FBND position timeline

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

Perigon Wealth Management, LLC held 563,259 FBND 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 563,259 shares
    Change vs previous 13F +41,778 shares

    0.41% of the 13F portfolio, value $25,622,653.

    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 521,481 shares
    Change vs previous 13F +32,457 shares

    0.43% of the 13F portfolio, value $23,789,965.

    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 489,024 shares
    Change vs previous 13F +21,733 shares

    0.4% of the 13F portfolio, value $22,514,679.

    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 467,291 shares
    Change vs previous 13F +22,630 shares

    0.44% of the 13F portfolio, value $21,607,555.

    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 444,661 shares
    Change vs previous 13F +23,414 shares

    0.48% of the 13F portfolio, value $20,343,230.

    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 421,247 shares
    Change vs previous 13F +264,941 shares

    0.49% of the 13F portfolio, value $19,229,943.

    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 156,306 shares
    Change vs previous 13F +90,470 shares

    0.17% of the 13F portfolio, value $7,022,819.

    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 65,836 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,077,170.

    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).