Skip to content
Disclosery

Perigon Wealth Management, LLC: KWEB position timeline

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

Perigon Wealth Management, LLC held 39,964 KWEB 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 39,964 shares
    Change vs previous 13F +11,146 shares

    0.02% of the 13F portfolio, value $977,919.

    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 28,818 shares
    Change vs previous 13F +11,259 shares

    0.01% of the 13F portfolio, value $819,296.

    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 17,559 shares
    Change vs previous 13F +2,894 shares

    0.01% of the 13F portfolio, value $597,884.

    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 14,665 shares
    Change vs previous 13F -1,342 shares

    0.01% of the 13F portfolio, value $616,077.

    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 16,007 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $549,520.

    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 16,007 shares
    Change vs previous 13F -2,900 shares

    0.01% of the 13F portfolio, value $558,804.

    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 18,907 shares
    Change vs previous 13F -3,900 shares

    0.01% of the 13F portfolio, value $539,039.

    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 22,807 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $775,894.

    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).