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Perigon Wealth Management, LLC: L position timeline

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

Perigon Wealth Management, LLC held 2,989 L 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 2,989 shares
    Change vs previous 13F +250 shares

    0.01% of the 13F portfolio, value $338,406.

    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 2,739 shares
    Change vs previous 13F +113 shares

    0.01% of the 13F portfolio, value $292,375.

    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 2,626 shares
    Change vs previous 13F +35 shares

    <0.01% of the 13F portfolio, value $276,552.

    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 2,591 shares
    Change vs previous 13F -92 shares

    0.01% of the 13F portfolio, value $260,113.

    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 2,683 shares
    Change vs previous 13F -521 shares

    0.01% of the 13F portfolio, value $245,922.

    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 3,204 shares
    Change vs previous 13F -102 shares

    0.01% of the 13F portfolio, value $294,529.

    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 3,306 shares
    Change vs previous 13F +183 shares

    0.01% of the 13F portfolio, value $284,622.

    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 3,123 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $246,904.

    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).