Skip to content

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

  1. period ended2026-06-30
    13F 34,594 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 35,998 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 32,987 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 38,372 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 17,455 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 15,172 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 14,946 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 14,653 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).