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Perigon Wealth Management, LLC: OEF position timeline

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

Perigon Wealth Management, LLC held 9,314 OEF 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 9,314 shares
    Change vs previous 13F -2,532 shares

    0.05% of the 13F portfolio, value $3,407,606.

    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 11,846 shares
    Change vs previous 13F -68,630 shares

    0.07% of the 13F portfolio, value $3,767,835.

    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 80,476 shares
    Change vs previous 13F +17,124 shares

    0.49% of the 13F portfolio, value $27,600,844.

    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 63,352 shares
    Change vs previous 13F +30,062 shares

    0.43% of the 13F portfolio, value $21,086,111.

    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 33,290 shares
    Change vs previous 13F +10,304 shares

    0.24% of the 13F portfolio, value $10,131,865.

    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 22,986 shares
    Change vs previous 13F +15,692 shares

    0.16% of the 13F portfolio, value $6,225,166.

    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 7,294 shares
    Change vs previous 13F +480 shares

    0.05% of the 13F portfolio, value $2,106,374.

    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 6,814 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,885,923.

    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).