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Perigon Wealth Management, LLC: FLOT position timeline

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

Perigon Wealth Management, LLC held 14,835 FLOT 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 14,835 shares
    Change vs previous 13F +589 shares

    0.01% of the 13F portfolio, value $757,304.

    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 14,246 shares
    Change vs previous 13F -158 shares

    0.01% of the 13F portfolio, value $725,858.

    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 14,404 shares
    Change vs previous 13F +24 shares

    0.01% of the 13F portfolio, value $732,610.

    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 14,380 shares
    Change vs previous 13F +1,175 shares

    0.01% of the 13F portfolio, value $734,597.

    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 13,205 shares
    Change vs previous 13F +1,987 shares

    0.02% of the 13F portfolio, value $673,730.

    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 11,218 shares
    Change vs previous 13F -3,760 shares

    0.01% of the 13F portfolio, value $572,684.

    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 14,978 shares
    Change vs previous 13F -12,867 shares

    0.02% of the 13F portfolio, value $763,891.

    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 27,845 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,421,189.

    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).