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Perigon Wealth Management, LLC: MBB position timeline

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

Perigon Wealth Management, LLC held 120,521 MBB 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 120,521 shares
    Change vs previous 13F +2,469 shares

    0.18% of the 13F portfolio, value $11,391,612.

    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 118,052 shares
    Change vs previous 13F -2,030 shares

    0.2% of the 13F portfolio, value $11,209,018.

    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 120,082 shares
    Change vs previous 13F +3,051 shares

    0.2% of the 13F portfolio, value $11,434,238.

    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 117,031 shares
    Change vs previous 13F +937 shares

    0.23% of the 13F portfolio, value $11,135,471.

    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 116,094 shares
    Change vs previous 13F +3,233 shares

    0.25% of the 13F portfolio, value $10,900,036.

    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 112,861 shares
    Change vs previous 13F -62,770 shares

    0.27% of the 13F portfolio, value $10,584,059.

    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 175,631 shares
    Change vs previous 13F +24,287 shares

    0.4% of the 13F portfolio, value $16,098,298.

    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 151,344 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $14,500,306.

    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).