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Perigon Wealth Management, LLC: PPA position timeline

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

Perigon Wealth Management, LLC held 75,032 PPA 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 75,032 shares
    Change vs previous 13F -456 shares

    0.21% of the 13F portfolio, value $13,254,446.

    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 75,488 shares
    Change vs previous 13F +321 shares

    0.23% of the 13F portfolio, value $12,508,435.

    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 75,167 shares
    Change vs previous 13F +106 shares

    0.21% of the 13F portfolio, value $11,773,372.

    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 75,061 shares
    Change vs previous 13F -1,207 shares

    0.24% of the 13F portfolio, value $11,668,181.

    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 76,268 shares
    Change vs previous 13F -700 shares

    0.25% of the 13F portfolio, value $10,806,478.

    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 76,968 shares
    Change vs previous 13F -542 shares

    0.23% of the 13F portfolio, value $8,970,586.

    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 77,510 shares
    Change vs previous 13F -210 shares

    0.23% of the 13F portfolio, value $9,200,431.

    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 77,720 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $8,935,432.

    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).