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Perigon Wealth Management, LLC: IYLD position timeline

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

Perigon Wealth Management, LLC held 92,520 IYLD 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 92,520 shares
    Change vs previous 13F +15,176 shares

    0.03% of the 13F portfolio, value $2,048,845.

    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 77,344 shares
    Change vs previous 13F +488 shares

    0.03% of the 13F portfolio, value $1,680,690.

    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 76,856 shares
    Change vs previous 13F +7,854 shares

    0.03% of the 13F portfolio, value $1,646,250.

    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 69,002 shares
    Change vs previous 13F +9,743 shares

    0.03% of the 13F portfolio, value $1,468,352.

    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 59,259 shares
    Change vs previous 13F +3,078 shares

    0.03% of the 13F portfolio, value $1,229,966.

    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 56,181 shares
    Change vs previous 13F +1,787 shares

    0.03% of the 13F portfolio, value $1,128,113.

    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 54,394 shares
    Change vs previous 13F -1,002 shares

    0.03% of the 13F portfolio, value $1,071,013.

    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 55,396 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,144,536.

    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).