Skip to content
Disclosery

Perigon Wealth Management, LLC: ICVT position timeline

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

Perigon Wealth Management, LLC held 8,041 ICVT 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 8,041 shares
    Change vs previous 13F -6,948 shares

    0.02% of the 13F portfolio, value $978,911.

    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 14,989 shares
    Change vs previous 13F -1,624 shares

    0.03% of the 13F portfolio, value $1,525,732.

    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 16,613 shares
    Change vs previous 13F +3,005 shares

    0.03% of the 13F portfolio, value $1,636,366.

    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 13,608 shares
    Change vs previous 13F +1,362 shares

    0.03% of the 13F portfolio, value $1,361,520.

    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 12,246 shares
    Change vs previous 13F -5,397 shares

    0.03% of the 13F portfolio, value $1,103,355.

    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 17,643 shares
    Change vs previous 13F +2,230 shares

    0.04% of the 13F portfolio, value $1,475,155.

    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 15,413 shares
    Change vs previous 13F +5,111 shares

    0.03% of the 13F portfolio, value $1,330,595.

    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 10,302 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $861,996.

    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).