Skip to content
Disclosery

Perigon Wealth Management, LLC: J position timeline

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

Perigon Wealth Management, LLC held 6,714 J 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 6,714 shares
    Change vs previous 13F -189 shares

    0.01% of the 13F portfolio, value $845,915.

    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 6,903 shares
    Change vs previous 13F -2,725 shares

    0.02% of the 13F portfolio, value $878,657.

    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 9,628 shares
    Change vs previous 13F +2,886 shares

    0.02% of the 13F portfolio, value $1,275,300.

    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 6,742 shares
    Change vs previous 13F +1,511 shares

    0.02% of the 13F portfolio, value $1,010,324.

    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 5,231 shares
    Change vs previous 13F +239 shares

    0.02% of the 13F portfolio, value $687,557.

    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 4,992 shares
    Change vs previous 13F +634 shares

    0.02% of the 13F portfolio, value $603,530.

    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 4,358 shares
    Change vs previous 13F +1,873 shares

    0.01% of the 13F portfolio, value $602,854.

    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 2,485 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $325,267.

    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).