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Perigon Wealth Management, LLC: NET position timeline

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

Perigon Wealth Management, LLC held 26,761 NET 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 26,761 shares
    Change vs previous 13F +111 shares

    0.1% of the 13F portfolio, value $6,563,937.

    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 26,650 shares
    Change vs previous 13F +2,761 shares

    0.1% of the 13F portfolio, value $5,498,961.

    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 23,889 shares
    Change vs previous 13F -4,792 shares

    0.08% of the 13F portfolio, value $4,709,717.

    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 28,681 shares
    Change vs previous 13F +1,074 shares

    0.13% of the 13F portfolio, value $6,154,656.

    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 27,607 shares
    Change vs previous 13F +7 shares

    0.13% of the 13F portfolio, value $5,406,279.

    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 27,600 shares
    Change vs previous 13F +15,487 shares

    0.08% of the 13F portfolio, value $3,110,244.

    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 12,113 shares
    Change vs previous 13F -2,456 shares

    0.03% of the 13F portfolio, value $1,390,815.

    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 14,569 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,178,464.

    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).