Skip to content
Disclosery

Perigon Wealth Management, LLC: MTUM position timeline

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

Perigon Wealth Management, LLC held 6,723 MTUM 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 6,723 shares
    Change vs previous 13F -691 shares

    0.04% of the 13F portfolio, value $2,304,963.

    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 7,414 shares
    Change vs previous 13F -1,163 shares

    0.03% of the 13F portfolio, value $1,779,367.

    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 8,577 shares
    Change vs previous 13F -2,814 shares

    0.04% of the 13F portfolio, value $2,146,858.

    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 11,391 shares
    Change vs previous 13F -131 shares

    0.06% of the 13F portfolio, value $2,921,165.

    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 11,522 shares
    Change vs previous 13F +9,250 shares

    0.06% of the 13F portfolio, value $2,768,885.

    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 2,272 shares
    Change vs previous 13F -21,282 shares

    0.01% of the 13F portfolio, value $459,147.

    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 23,554 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $5,050,010.

    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).