Skip to content
Disclosery

Perigon Wealth Management, LLC: IWB position timeline

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

Perigon Wealth Management, LLC held 57,200 IWB 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 57,200 shares
    Change vs previous 13F -2,003 shares

    0.37% of the 13F portfolio, value $23,423,406.

    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 59,203 shares
    Change vs previous 13F +241 shares

    0.38% of the 13F portfolio, value $21,109,293.

    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 58,962 shares
    Change vs previous 13F +1,751 shares

    0.39% of the 13F portfolio, value $22,018,845.

    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 57,211 shares
    Change vs previous 13F -2,957 shares

    0.43% of the 13F portfolio, value $20,909,355.

    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 60,168 shares
    Change vs previous 13F +4,625 shares

    0.48% of the 13F portfolio, value $20,431,090.

    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 55,543 shares
    Change vs previous 13F +4,699 shares

    0.44% of the 13F portfolio, value $17,037,326.

    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 50,844 shares
    Change vs previous 13F -4,203 shares

    0.41% of the 13F portfolio, value $16,586,843.

    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 55,047 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $17,306,226.

    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).