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Perigon Wealth Management, LLC: PDBC position timeline

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

Perigon Wealth Management, LLC held 119,802 PDBC 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 119,802 shares
    Change vs previous 13F -1,989 shares

    0.03% of the 13F portfolio, value $1,902,456.

    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 121,791 shares
    Change vs previous 13F -3,975 shares

    0.04% of the 13F portfolio, value $2,109,420.

    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 125,766 shares
    Change vs previous 13F +1,465 shares

    0.03% of the 13F portfolio, value $1,666,400.

    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 124,301 shares
    Change vs previous 13F +573 shares

    0.03% of the 13F portfolio, value $1,669,364.

    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 123,728 shares
    Change vs previous 13F -456 shares

    0.04% of the 13F portfolio, value $1,613,408.

    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 124,184 shares
    Change vs previous 13F +104,850 shares

    0.04% of the 13F portfolio, value $1,692,623.

    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 19,334 shares
    Change vs previous 13F -11,650 shares

    0.01% of the 13F portfolio, value $264,097.

    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 30,984 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $416,115.

    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).