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Perigon Wealth Management, LLC: IYW position timeline

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

Perigon Wealth Management, LLC held 113,658 IYW 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 113,658 shares
    Change vs previous 13F -4,133 shares

    0.45% of the 13F portfolio, value $28,667,994.

    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 117,791 shares
    Change vs previous 13F -914 shares

    0.39% of the 13F portfolio, value $21,369,502.

    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 118,705 shares
    Change vs previous 13F +2,283 shares

    0.42% of the 13F portfolio, value $23,702,870.

    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 116,422 shares
    Change vs previous 13F +2,176 shares

    0.47% of the 13F portfolio, value $22,802,269.

    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 114,246 shares
    Change vs previous 13F +726 shares

    0.46% of the 13F portfolio, value $19,795,481.

    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 113,520 shares
    Change vs previous 13F -12,884 shares

    0.41% of the 13F portfolio, value $15,942,807.

    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 126,404 shares
    Change vs previous 13F -1,385 shares

    0.49% of the 13F portfolio, value $20,064,049.

    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 127,789 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $19,375,499.

    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).