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Perigon Wealth Management, LLC: LQD position timeline

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

Perigon Wealth Management, LLC held 58,016 LQD 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 58,016 shares
    Change vs previous 13F -17,629 shares

    0.1% of the 13F portfolio, value $6,327,797.

    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 75,645 shares
    Change vs previous 13F +5,578 shares

    0.15% of the 13F portfolio, value $8,244,601.

    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 70,067 shares
    Change vs previous 13F +3,487 shares

    0.14% of the 13F portfolio, value $7,720,652.

    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 66,580 shares
    Change vs previous 13F +2,516 shares

    0.15% of the 13F portfolio, value $7,421,682.

    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 64,064 shares
    Change vs previous 13F -4,056 shares

    0.16% of the 13F portfolio, value $7,022,062.

    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 68,120 shares
    Change vs previous 13F -2,722 shares

    0.19% of the 13F portfolio, value $7,403,940.

    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 70,842 shares
    Change vs previous 13F -7,454 shares

    0.19% of the 13F portfolio, value $7,558,132.

    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 78,296 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $8,845,920.

    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).