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Perigon Wealth Management, LLC: IEF position timeline

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

Perigon Wealth Management, LLC held 51,449 IEF 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 51,449 shares
    Change vs previous 13F -9,371 shares

    0.08% of the 13F portfolio, value $4,865,565.

    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 60,820 shares
    Change vs previous 13F +5,322 shares

    0.11% of the 13F portfolio, value $5,804,661.

    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 55,498 shares
    Change vs previous 13F +6,987 shares

    0.1% of the 13F portfolio, value $5,336,682.

    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 48,511 shares
    Change vs previous 13F -4,127 shares

    0.1% of the 13F portfolio, value $4,679,345.

    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 52,638 shares
    Change vs previous 13F -7,455 shares

    0.12% of the 13F portfolio, value $5,041,156.

    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 60,093 shares
    Change vs previous 13F -4,629 shares

    0.15% of the 13F portfolio, value $5,731,118.

    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 64,722 shares
    Change vs previous 13F -26,989 shares

    0.15% of the 13F portfolio, value $5,978,989.

    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 91,711 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $8,998,649.

    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).