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Perigon Wealth Management, LLC: IYJ position timeline

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

Perigon Wealth Management, LLC held 15,561 IYJ 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 15,561 shares
    Change vs previous 13F -1,200 shares

    0.04% of the 13F portfolio, value $2,593,322.

    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 16,761 shares
    Change vs previous 13F -60 shares

    0.04% of the 13F portfolio, value $2,472,968.

    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 16,821 shares
    Change vs previous 13F +100 shares

    0.04% of the 13F portfolio, value $2,492,386.

    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 16,721 shares
    Change vs previous 13F -154 shares

    0.05% of the 13F portfolio, value $2,439,163.

    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 16,875 shares
    Change vs previous 13F -90 shares

    0.06% of the 13F portfolio, value $2,401,444.

    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 16,965 shares
    Change vs previous 13F -25 shares

    0.06% of the 13F portfolio, value $2,208,470.

    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 16,990 shares
    Change vs previous 13F -16 shares

    0.06% of the 13F portfolio, value $2,334,900.

    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 17,006 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,273,157.

    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).