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Perigon Wealth Management, LLC: MRSH position timeline

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

Perigon Wealth Management, LLC held 8,767 MRSH 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 8,767 shares
    Change vs previous 13F +1,755 shares

    0.02% of the 13F portfolio, value $1,461,241.

    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 7,012 shares
    Change vs previous 13F -884 shares

    0.02% of the 13F portfolio, value $1,216,272.

    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 7,896 shares
    Change vs previous 13F -5,484 shares

    0.03% of the 13F portfolio, value $1,464,943.

    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 13,380 shares
    Change vs previous 13F -1,957 shares

    0.06% of the 13F portfolio, value $2,696,418.

    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 15,337 shares
    Change vs previous 13F +4,529 shares

    0.08% of the 13F portfolio, value $3,353,322.

    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 10,808 shares
    Change vs previous 13F +210 shares

    0.07% of the 13F portfolio, value $2,637,368.

    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 10,598 shares
    Change vs previous 13F +1,182 shares

    0.06% of the 13F portfolio, value $2,292,180.

    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 9,416 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,100,771.

    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).