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Perigon Wealth Management, LLC: GBTC position timeline

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

Perigon Wealth Management, LLC held 15,392 GBTC 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 15,392 shares
    Change vs previous 13F -1,130 shares

    0.01% of the 13F portfolio, value $700,644.

    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 16,522 shares
    Change vs previous 13F -4,424 shares

    0.02% of the 13F portfolio, value $871,701.

    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 20,946 shares
    Change vs previous 13F +298 shares

    0.03% of the 13F portfolio, value $1,431,869.

    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 20,648 shares
    Change vs previous 13F -1,552 shares

    0.04% of the 13F portfolio, value $1,853,571.

    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 22,200 shares
    Change vs previous 13F -1,059 shares

    0.04% of the 13F portfolio, value $1,883,226.

    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 23,259 shares
    Change vs previous 13F -3,884 shares

    0.04% of the 13F portfolio, value $1,515,776.

    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 27,143 shares
    Change vs previous 13F -1,453 shares

    0.05% of the 13F portfolio, value $2,159,481.

    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 28,596 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,444,088.

    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).