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Perigon Wealth Management, LLC: FNDX position timeline

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

Perigon Wealth Management, LLC held 103,049 FNDX 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 103,049 shares
    Change vs previous 13F -2,490 shares

    0.05% of the 13F portfolio, value $3,204,839.

    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 105,539 shares
    Change vs previous 13F +1,178 shares

    0.05% of the 13F portfolio, value $2,939,265.

    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 104,361 shares
    Change vs previous 13F -5,879 shares

    0.05% of the 13F portfolio, value $2,839,658.

    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 110,240 shares
    Change vs previous 13F +1,875 shares

    0.06% of the 13F portfolio, value $2,899,324.

    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 108,365 shares
    Change vs previous 13F +255 shares

    0.06% of the 13F portfolio, value $2,659,267.

    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 108,110 shares
    Change vs previous 13F +15,178 shares

    0.07% of the 13F portfolio, value $2,552,487.

    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 92,932 shares
    Change vs previous 13F +67,773 shares

    0.06% of the 13F portfolio, value $2,246,167.

    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 25,159 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,805,381.

    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).