Skip to content
Disclosery

Perigon Wealth Management, LLC: PDO position timeline

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

Perigon Wealth Management, LLC held 14,004 PDO 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 14,004 shares
    Change vs previous 13F +327 shares

    <0.01% of the 13F portfolio, value $185,138.

    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 13,677 shares
    Change vs previous 13F -2,551 shares

    <0.01% of the 13F portfolio, value $176,842.

    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 16,228 shares
    Change vs previous 13F +173 shares

    <0.01% of the 13F portfolio, value $224,602.

    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 16,055 shares
    Change vs previous 13F -16 shares

    <0.01% of the 13F portfolio, value $226,701.

    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 16,071 shares
    Change vs previous 13F -1,369 shares

    0.01% of the 13F portfolio, value $216,637.

    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 17,440 shares
    Change vs previous 13F +111 shares

    0.01% of the 13F portfolio, value $242,062.

    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 17,329 shares
    Change vs previous 13F +5,770 shares

    0.01% of the 13F portfolio, value $233,424.

    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 11,559 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $163,214.

    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).