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Perigon Wealth Management, LLC: FIIG position timeline

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

Perigon Wealth Management, LLC held 31,922 FIIG 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 31,922 shares
    Change vs previous 13F +134 shares

    0.01% of the 13F portfolio, value $661,105.

    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 31,788 shares
    Change vs previous 13F +1,745 shares

    0.01% of the 13F portfolio, value $659,601.

    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 30,043 shares
    Change vs previous 13F +2,833 shares

    0.01% of the 13F portfolio, value $636,912.

    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 27,210 shares
    Change vs previous 13F -330 shares

    0.01% of the 13F portfolio, value $577,668.

    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 27,540 shares
    Change vs previous 13F -12 shares

    0.01% of the 13F portfolio, value $577,789.

    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 27,552 shares
    Change vs previous 13F +7,200 shares

    0.01% of the 13F portfolio, value $571,704.

    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 20,352 shares
    Change vs previous 13F +10,977 shares

    0.01% of the 13F portfolio, value $415,791.

    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 9,375 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $200,344.

    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).