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Disclosery

Perigon Wealth Management, LLC: HASI position timeline

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

Perigon Wealth Management, LLC held 35,450 HASI 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 35,450 shares
    Change vs previous 13F +6,150 shares

    0.02% of the 13F portfolio, value $1,384,317.

    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 29,300 shares
    Change vs previous 13F -1,348 shares

    0.02% of the 13F portfolio, value $1,076,790.

    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 30,648 shares
    Change vs previous 13F +1,476 shares

    0.02% of the 13F portfolio, value $963,278.

    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 29,172 shares
    Change vs previous 13F +805 shares

    0.02% of the 13F portfolio, value $895,594.

    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 28,367 shares
    Change vs previous 13F +85 shares

    0.02% of the 13F portfolio, value $761,948.

    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 28,282 shares
    Change vs previous 13F -2,079 shares

    0.02% of the 13F portfolio, value $826,956.

    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 30,361 shares
    Change vs previous 13F -1,387 shares

    0.02% of the 13F portfolio, value $854,965.

    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 31,748 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,094,345.

    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).