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Perigon Wealth Management, LLC: ISCF position timeline

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

Perigon Wealth Management, LLC held 11,526 ISCF 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 11,526 shares
    Change vs previous 13F -417 shares

    0.01% of the 13F portfolio, value $498,949.

    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 11,943 shares
    Change vs previous 13F -36 shares

    0.01% of the 13F portfolio, value $499,086.

    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 11,979 shares
    Change vs previous 13F -4,724 shares

    0.01% of the 13F portfolio, value $496,877.

    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 16,703 shares
    Change vs previous 13F -20,089 shares

    0.01% of the 13F portfolio, value $686,900.

    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 36,792 shares
    Change vs previous 13F -2,415 shares

    0.03% of the 13F portfolio, value $1,426,407.

    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 39,207 shares
    Change vs previous 13F -1,545 shares

    0.03% of the 13F portfolio, value $1,320,512.

    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 40,752 shares
    Change vs previous 13F -1,353 shares

    0.03% of the 13F portfolio, value $1,308,140.

    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 42,105 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,484,179.

    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).