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Perigon Wealth Management, LLC: JHMM position timeline

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

Perigon Wealth Management, LLC held 11,914 JHMM 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 11,914 shares
    Change vs previous 13F -5,095 shares

    0.01% of the 13F portfolio, value $893,069.

    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 17,009 shares
    Change vs previous 13F -6,644 shares

    0.02% of the 13F portfolio, value $1,141,662.

    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 23,653 shares
    Change vs previous 13F -220 shares

    0.03% of the 13F portfolio, value $1,548,768.

    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 23,873 shares
    Change vs previous 13F -509 shares

    0.03% of the 13F portfolio, value $1,544,323.

    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 24,382 shares
    Change vs previous 13F +1,324 shares

    0.03% of the 13F portfolio, value $1,490,463.

    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 23,058 shares
    Change vs previous 13F -278,003 shares

    0.03% of the 13F portfolio, value $1,321,198.

    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 301,061 shares
    Change vs previous 13F -5,744 shares

    0.46% of the 13F portfolio, value $18,614,591.

    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 306,805 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $18,469,654.

    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).