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Perigon Wealth Management, LLC: PRFZ position timeline

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

Perigon Wealth Management, LLC held 117,056 PRFZ 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 117,056 shares
    Change vs previous 13F -4,251 shares

    0.1% of the 13F portfolio, value $6,528,216.

    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 121,307 shares
    Change vs previous 13F -1,561 shares

    0.1% of the 13F portfolio, value $5,564,314.

    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 122,868 shares
    Change vs previous 13F -4,342 shares

    0.1% of the 13F portfolio, value $5,638,387.

    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 127,210 shares
    Change vs previous 13F +1,661 shares

    0.12% of the 13F portfolio, value $5,777,858.

    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 125,549 shares
    Change vs previous 13F -7,290 shares

    0.12% of the 13F portfolio, value $5,106,091.

    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 132,839 shares
    Change vs previous 13F -3,395 shares

    0.13% of the 13F portfolio, value $5,029,283.

    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 136,234 shares
    Change vs previous 13F +4,627 shares

    0.14% of the 13F portfolio, value $5,781,784.

    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 131,607 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $5,468,265.

    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).