Perigon Wealth Management, LLC: MDY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Perigon Wealth Management, LLC on MDY, newest first. How the timeline and the estimate are built.
Perigon Wealth Management, LLC held 7,597 MDY shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 7,597 sharesChange vs previous 13F -197 shares
0.08% of the 13F portfolio, value $5,343,585.
13F-HR 0001951757-26-001189 filed by Perigon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,794 sharesChange vs previous 13F +150 shares
0.09% of the 13F portfolio, value $4,807,375.
13F-HR 0001951757-26-000567 filed by Perigon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,644 sharesChange vs previous 13F +20 shares
0.08% of the 13F portfolio, value $4,611,484.
13F-HR 0001951757-26-000202 filed by Perigon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,624 sharesChange vs previous 13F -481 shares
0.09% of the 13F portfolio, value $4,544,027.
13F-HR 0001951757-25-001161 filed by Perigon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,105 sharesChange vs previous 13F -221 shares
0.11% of the 13F portfolio, value $4,591,247.
13F-HR 0001951757-25-000869 filed by Perigon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,326 sharesChange vs previous 13F +909 shares
0.11% of the 13F portfolio, value $4,441,896.
13F-HR 0001951757-25-000439 filed by Perigon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,417 sharesChange vs previous 13F -24 shares
0.11% of the 13F portfolio, value $4,365,694.
13F-HR 0001951757-25-000106 filed by Perigon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 7,441 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $4,238,997.
13F-HR 0001951757-24-001054 filed by Perigon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).