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Perigon Wealth Management, LLC: IEFA position timeline

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

Perigon Wealth Management, LLC held 316,752 IEFA 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 316,752 shares
    Change vs previous 13F +78,395 shares

    0.48% of the 13F portfolio, value $30,591,882.

    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 238,357 shares
    Change vs previous 13F +15,018 shares

    0.39% of the 13F portfolio, value $21,578,469.

    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 223,339 shares
    Change vs previous 13F +7,924 shares

    0.36% of the 13F portfolio, value $19,979,890.

    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 215,415 shares
    Change vs previous 13F +11,698 shares

    0.38% of the 13F portfolio, value $18,807,926.

    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 203,717 shares
    Change vs previous 13F +10,286 shares

    0.4% of the 13F portfolio, value $17,006,335.

    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 193,431 shares
    Change vs previous 13F -27,678 shares

    0.38% of the 13F portfolio, value $14,633,021.

    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 221,109 shares
    Change vs previous 13F +8,579 shares

    0.39% of the 13F portfolio, value $15,705,340.

    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 212,530 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $16,587,976.

    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).