Perigon Wealth Management, LLC: ICE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Perigon Wealth Management, LLC on ICE, newest first. How the timeline and the estimate are built.
Perigon Wealth Management, LLC held 34,594 ICE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 34,594 sharesChange vs previous 13F -1,404 shares
0.07% of the 13F portfolio, value $4,258,916.
13F-HR 0001951757-26-001189 filed by Perigon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 35,998 sharesChange vs previous 13F +3,011 shares
0.1% of the 13F portfolio, value $5,661,811.
13F-HR 0001951757-26-000567 filed by Perigon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 32,987 sharesChange vs previous 13F -5,385 shares
0.1% of the 13F portfolio, value $5,342,610.
13F-HR 0001951757-26-000202 filed by Perigon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 38,372 sharesChange vs previous 13F +20,917 shares
0.13% of the 13F portfolio, value $6,464,962.
13F-HR 0001951757-25-001161 filed by Perigon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 17,455 sharesChange vs previous 13F +2,283 shares
0.07% of the 13F portfolio, value $3,202,504.
13F-HR 0001951757-25-000869 filed by Perigon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 15,172 sharesChange vs previous 13F +226 shares
0.07% of the 13F portfolio, value $2,617,246.
13F-HR 0001951757-25-000439 filed by Perigon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 14,946 sharesChange vs previous 13F +293 shares
0.06% of the 13F portfolio, value $2,245,287.
13F-HR 0001951757-25-000106 filed by Perigon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 14,653 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $2,353,927.
13F-HR 0001951757-24-001054 filed by Perigon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).