Perigon Wealth Management, LLC: IEV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Perigon Wealth Management, LLC on IEV, newest first. How the timeline and the estimate are built.
Perigon Wealth Management, LLC held 0 IEV shares at 2025-12-31 per its 13F-HR filed 2026-01-16.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -3,751 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 3,751 sharesChange vs previous 13F -331 shares
0.01% of the 13F portfolio, value $245,615.
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 4,082 sharesChange vs previous 13F +76 shares
0.01% of the 13F portfolio, value $258,187.
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 4,006 sharesChange vs previous 13F -903 shares
0.01% of the 13F portfolio, value $233,149.
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 4,909 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $261,356.
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).