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Perigon Wealth Management, LLC: FTCB position timeline

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

Perigon Wealth Management, LLC held 90,100 FTCB 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 90,100 shares
    Change vs previous 13F +593 shares

    0.03% of the 13F portfolio, value $1,879,036.

    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 89,507 shares
    Change vs previous 13F +9,996 shares

    0.03% of the 13F portfolio, value $1,876,067.

    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 79,511 shares
    Change vs previous 13F +16,957 shares

    0.03% of the 13F portfolio, value $1,688,019.

    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 62,554 shares
    Change vs previous 13F -978 shares

    0.03% of the 13F portfolio, value $1,333,026.

    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 63,532 shares
    Change vs previous 13F +8,907 shares

    0.03% of the 13F portfolio, value $1,337,984.

    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 54,625 shares
    Change vs previous 13F +14,904 shares

    0.03% of the 13F portfolio, value $1,146,579.

    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 39,721 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $821,033.

    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).