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Perigon Wealth Management, LLC: IOO position timeline

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

Perigon Wealth Management, LLC held 36,732 IOO 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 36,732 shares
    Change vs previous 13F -319 shares

    0.08% of the 13F portfolio, value $5,017,560.

    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 37,051 shares
    Change vs previous 13F +1,782 shares

    0.08% of the 13F portfolio, value $4,482,058.

    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 35,269 shares
    Change vs previous 13F -1,133 shares

    0.08% of the 13F portfolio, value $4,467,587.

    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 36,402 shares
    Change vs previous 13F -1,518 shares

    0.09% of the 13F portfolio, value $4,368,597.

    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 37,920 shares
    Change vs previous 13F -440 shares

    0.1% of the 13F portfolio, value $4,088,172.

    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 38,360 shares
    Change vs previous 13F -449 shares

    0.09% of the 13F portfolio, value $3,693,667.

    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 38,809 shares
    Change vs previous 13F +377 shares

    0.1% of the 13F portfolio, value $3,904,172.

    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 38,432 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,810,874.

    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).