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Perigon Wealth Management, LLC: FLTR position timeline

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

Perigon Wealth Management, LLC held 23,567 FLTR 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 23,567 shares
    Change vs previous 13F -7,701 shares

    0.01% of the 13F portfolio, value $603,551.

    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 31,268 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $796,709.

    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 31,268 shares
    Change vs previous 13F -8,040 shares

    0.01% of the 13F portfolio, value $796,709.

    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 39,308 shares
    Change vs previous 13F -5,445 shares

    0.02% of the 13F portfolio, value $1,005,106.

    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 44,753 shares
    Change vs previous 13F -4,284 shares

    0.03% of the 13F portfolio, value $1,141,202.

    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 49,037 shares
    Change vs previous 13F -24,721 shares

    0.03% of the 13F portfolio, value $1,252,889.

    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 73,758 shares
    Change vs previous 13F -12,155 shares

    0.05% of the 13F portfolio, value $1,878,616.

    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 85,913 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,188,204.

    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).