Perigon Wealth Management, LLC: KB position timeline

Perigon Wealth Management, LLC held 4,160 KB 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 4,160 shares

   Change vs previous 13F +134 shares

   0.01% of the 13F portfolio, value $436,592.

   13F-HR 0001951757-26-001189 filed by Perigon Wealth Management, LLC
   Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 4,026 shares

   Change vs previous 13F +45 shares

   0.01% of the 13F portfolio, value $401,539.

   13F-HR 0001951757-26-000567 filed by Perigon Wealth Management, LLC
   Filed 2026-04-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 3,981 shares

   Change vs previous 13F +3,981 shares

   0.01% of the 13F portfolio, value $342,548.

   13F-HR 0001951757-26-000202 filed by Perigon Wealth Management, LLC
   Filed 2026-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -3,947 shares

   13F-HR 0001951757-25-000869 filed by Perigon Wealth Management, LLC
   Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

5. period ended2025-03-31

   13F 3,947 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $213,572.

   13F-HR 0001951757-25-000439 filed by Perigon Wealth Management, LLC
   Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).