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Perigon Wealth Management, LLC: IVW position timeline

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

Perigon Wealth Management, LLC held 109,669 IVW 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 109,669 shares
    Change vs previous 13F -1,306 shares

    0.24% of the 13F portfolio, value $15,082,781.

    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 110,975 shares
    Change vs previous 13F +8,128 shares

    0.23% of the 13F portfolio, value $12,552,338.

    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 102,847 shares
    Change vs previous 13F -649 shares

    0.23% of the 13F portfolio, value $12,676,866.

    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 103,496 shares
    Change vs previous 13F -1,547 shares

    0.25% of the 13F portfolio, value $12,494,028.

    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 105,043 shares
    Change vs previous 13F +684 shares

    0.27% of the 13F portfolio, value $11,565,287.

    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 104,359 shares
    Change vs previous 13F -621 shares

    0.25% of the 13F portfolio, value $9,687,611.

    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 104,980 shares
    Change vs previous 13F +3,942 shares

    0.26% of the 13F portfolio, value $10,760,475.

    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 101,038 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $9,674,438.

    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).