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Perigon Wealth Management, LLC: JPIE position timeline

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

Perigon Wealth Management, LLC held 447,195 JPIE 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 447,195 shares
    Change vs previous 13F +188,040 shares

    0.33% of the 13F portfolio, value $20,593,315.

    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 259,155 shares
    Change vs previous 13F +15,829 shares

    0.22% of the 13F portfolio, value $11,939,268.

    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 243,326 shares
    Change vs previous 13F +20,308 shares

    0.2% of the 13F portfolio, value $11,263,539.

    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 223,018 shares
    Change vs previous 13F +47,986 shares

    0.21% of the 13F portfolio, value $10,350,252.

    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 175,032 shares
    Change vs previous 13F +18,147 shares

    0.19% of the 13F portfolio, value $8,107,471.

    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 156,885 shares
    Change vs previous 13F +55,550 shares

    0.19% of the 13F portfolio, value $7,227,706.

    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 101,335 shares
    Change vs previous 13F +63,342 shares

    0.11% of the 13F portfolio, value $4,636,064.

    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 37,993 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,762,508.

    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).