Skip to content
Disclosery

Perigon Wealth Management, LLC: MSIF position timeline

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

Perigon Wealth Management, LLC held 36,460 MSIF 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 36,460 shares
    Change vs previous 13F -4,000 shares

    0.01% of the 13F portfolio, value $421,842.

    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 40,460 shares
    Change vs previous 13F +10,255 shares

    0.01% of the 13F portfolio, value $492,803.

    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 30,205 shares
    Change vs previous 13F +13,829 shares

    0.01% of the 13F portfolio, value $396,894.

    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 16,376 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $215,017.

    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).