Skip to content
Disclosery

Perigon Wealth Management, LLC: IFRA position timeline

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

Perigon Wealth Management, LLC held 4,637 IFRA 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 4,637 shares
    Change vs previous 13F +397 shares

    <0.01% of the 13F portfolio, value $292,289.

    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 4,240 shares
    Change vs previous 13F -146 shares

    <0.01% of the 13F portfolio, value $242,547.

    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 4,386 shares
    Change vs previous 13F -511 shares

    <0.01% of the 13F portfolio, value $230,806.

    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 4,897 shares
    Change vs previous 13F -297 shares

    0.01% of the 13F portfolio, value $258,641.

    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 5,194 shares
    Change vs previous 13F +555 shares

    0.01% of the 13F portfolio, value $255,479.

    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 4,639 shares
    Change vs previous 13F -39,996 shares

    0.01% of the 13F portfolio, value $209,086.

    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 44,635 shares
    Change vs previous 13F +13,588 shares

    0.05% of the 13F portfolio, value $2,153,214.

    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 31,047 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,458,247.

    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).