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Perigon Wealth Management, LLC: MO position timeline

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

Perigon Wealth Management, LLC held 87,304 MO 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 87,304 shares
    Change vs previous 13F +1,954 shares

    0.1% of the 13F portfolio, value $6,281,514.

    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 85,350 shares
    Change vs previous 13F +25,894 shares

    0.1% of the 13F portfolio, value $5,632,210.

    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 59,456 shares
    Change vs previous 13F +2,140 shares

    0.06% of the 13F portfolio, value $3,428,217.

    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 57,316 shares
    Change vs previous 13F +3,634 shares

    0.08% of the 13F portfolio, value $3,786,322.

    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 53,682 shares
    Change vs previous 13F +2,392 shares

    0.07% of the 13F portfolio, value $3,147,360.

    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 51,290 shares
    Change vs previous 13F -1,481 shares

    0.08% of the 13F portfolio, value $3,078,427.

    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 52,771 shares
    Change vs previous 13F +24,615 shares

    0.07% of the 13F portfolio, value $2,699,782.

    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 28,156 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,437,040.

    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).