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Perigon Wealth Management, LLC: HSY position timeline

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

Perigon Wealth Management, LLC held 2,404 HSY 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 2,404 shares
    Change vs previous 13F -164 shares

    0.01% of the 13F portfolio, value $421,842.

    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 2,568 shares
    Change vs previous 13F +81 shares

    0.01% of the 13F portfolio, value $533,892.

    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 2,487 shares
    Change vs previous 13F -128 shares

    0.01% of the 13F portfolio, value $452,573.

    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 2,615 shares
    Change vs previous 13F +669 shares

    0.01% of the 13F portfolio, value $489,098.

    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 1,946 shares
    Change vs previous 13F -5,347 shares

    0.01% of the 13F portfolio, value $322,932.

    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 7,293 shares
    Change vs previous 13F +5,661 shares

    0.03% of the 13F portfolio, value $1,247,329.

    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 1,632 shares
    Change vs previous 13F -170 shares

    0.01% of the 13F portfolio, value $251,385.

    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 1,802 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $345,650.

    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).