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Perigon Wealth Management, LLC: LMBS position timeline

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

Perigon Wealth Management, LLC held 54,484 LMBS 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 54,484 shares
    Change vs previous 13F +12,335 shares

    0.04% of the 13F portfolio, value $2,712,235.

    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 42,149 shares
    Change vs previous 13F +2,502 shares

    0.04% of the 13F portfolio, value $2,099,420.

    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 39,647 shares
    Change vs previous 13F -5,777 shares

    0.04% of the 13F portfolio, value $1,981,972.

    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 45,424 shares
    Change vs previous 13F +6,978 shares

    0.05% of the 13F portfolio, value $2,261,650.

    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 38,446 shares
    Change vs previous 13F +8,322 shares

    0.04% of the 13F portfolio, value $1,893,859.

    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 30,124 shares
    Change vs previous 13F +1,209 shares

    0.04% of the 13F portfolio, value $1,480,904.

    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 28,915 shares
    Change vs previous 13F +6,040 shares

    0.03% of the 13F portfolio, value $1,408,160.

    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 22,875 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,130,261.

    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).