Perigon Wealth Management, LLC: NDAQ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Perigon Wealth Management, LLC on NDAQ, newest first. How the timeline and the estimate are built.
Perigon Wealth Management, LLC held 3,558 NDAQ shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 3,558 sharesChange vs previous 13F +599 shares
<0.01% of the 13F portfolio, value $280,422.
13F-HR 0001951757-26-001189 filed by Perigon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,959 sharesChange vs previous 13F -2,320 shares
<0.01% of the 13F portfolio, value $251,179.
13F-HR 0001951757-26-000567 filed by Perigon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,279 sharesChange vs previous 13F +434 shares
0.01% of the 13F portfolio, value $512,778.
13F-HR 0001951757-26-000202 filed by Perigon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,845 sharesChange vs previous 13F +2,421 shares
0.01% of the 13F portfolio, value $428,539.
13F-HR 0001951757-25-001161 filed by Perigon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,424 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $216,722.
13F-HR 0001951757-25-000869 filed by Perigon Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).