Perigon Wealth Management, LLC: FNDF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Perigon Wealth Management, LLC on FNDF, newest first. How the timeline and the estimate are built.
Perigon Wealth Management, LLC held 50,385 FNDF shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 50,385 sharesChange vs previous 13F -1,850 shares
0.04% of the 13F portfolio, value $2,658,324.
13F-HR 0001951757-26-001189 filed by Perigon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 52,235 sharesChange vs previous 13F +844 shares
0.05% of the 13F portfolio, value $2,555,878.
13F-HR 0001951757-26-000567 filed by Perigon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 51,391 sharesChange vs previous 13F +5 shares
0.04% of the 13F portfolio, value $2,323,405.
13F-HR 0001951757-26-000202 filed by Perigon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 51,386 sharesChange vs previous 13F +242 shares
0.05% of the 13F portfolio, value $2,207,549.
13F-HR 0001951757-25-001161 filed by Perigon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 51,144 sharesChange vs previous 13F +249 shares
0.05% of the 13F portfolio, value $2,046,789.
13F-HR 0001951757-25-000869 filed by Perigon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 50,895 sharesChange vs previous 13F -2,526 shares
0.05% of the 13F portfolio, value $1,839,352.
13F-HR 0001951757-25-000439 filed by Perigon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 53,421 sharesChange vs previous 13F +916 shares
0.04% of the 13F portfolio, value $1,789,615.
13F-HR 0001951757-25-000106 filed by Perigon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 52,505 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $1,962,121.
13F-HR 0001951757-24-001054 filed by Perigon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).