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Perigon Wealth Management, LLC: IUSB position timeline

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

Perigon Wealth Management, LLC held 911,989 IUSB 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 911,989 shares
    Change vs previous 13F +232,791 shares

    0.67% of the 13F portfolio, value $42,088,272.

    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 679,198 shares
    Change vs previous 13F +45,772 shares

    0.57% of the 13F portfolio, value $31,372,152.

    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 633,426 shares
    Change vs previous 13F +50,648 shares

    0.53% of the 13F portfolio, value $29,479,635.

    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 582,778 shares
    Change vs previous 13F -1,110 shares

    0.56% of the 13F portfolio, value $27,221,568.

    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 583,888 shares
    Change vs previous 13F -76,113 shares

    0.63% of the 13F portfolio, value $26,993,157.

    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 660,001 shares
    Change vs previous 13F -230,115 shares

    0.78% of the 13F portfolio, value $30,412,850.

    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 890,116 shares
    Change vs previous 13F -68,065 shares

    0.99% of the 13F portfolio, value $40,224,352.

    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 958,181 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $45,149,469.

    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).