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Perigon Wealth Management, LLC: MUB position timeline

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

Perigon Wealth Management, LLC held 209,187 MUB 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 209,187 shares
    Change vs previous 13F +4,852 shares

    0.36% of the 13F portfolio, value $22,512,686.

    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 204,335 shares
    Change vs previous 13F +9,887 shares

    0.39% of the 13F portfolio, value $21,690,203.

    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 194,448 shares
    Change vs previous 13F +7,830 shares

    0.37% of the 13F portfolio, value $20,827,280.

    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 186,618 shares
    Change vs previous 13F -9,318 shares

    0.41% of the 13F portfolio, value $19,872,900.

    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 195,936 shares
    Change vs previous 13F -28,201 shares

    0.48% of the 13F portfolio, value $20,471,422.

    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 224,137 shares
    Change vs previous 13F -19,955 shares

    0.61% of the 13F portfolio, value $23,632,988.

    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 244,092 shares
    Change vs previous 13F +13,941 shares

    0.64% of the 13F portfolio, value $25,871,297.

    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 230,151 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $25,001,318.

    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).