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Perigon Wealth Management, LLC: IYR position timeline

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

Perigon Wealth Management, LLC held 9,046 IYR 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 9,046 shares
    Change vs previous 13F +2,290 shares

    0.01% of the 13F portfolio, value $924,954.

    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 6,756 shares
    Change vs previous 13F +1,100 shares

    0.01% of the 13F portfolio, value $638,847.

    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 5,656 shares
    Change vs previous 13F +1,537 shares

    0.01% of the 13F portfolio, value $531,042.

    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 4,119 shares
    Change vs previous 13F +329 shares

    0.01% of the 13F portfolio, value $399,873.

    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 3,790 shares
    Change vs previous 13F +312 shares

    0.01% of the 13F portfolio, value $359,178.

    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 3,478 shares
    Change vs previous 13F -2,593 shares

    0.01% of the 13F portfolio, value $333,019.

    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 6,071 shares
    Change vs previous 13F -8 shares

    0.01% of the 13F portfolio, value $570,431.

    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 6,079 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $619,244.

    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).