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Perigon Wealth Management, LLC: PULS position timeline

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

Perigon Wealth Management, LLC held 156,336 PULS 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 156,336 shares
    Change vs previous 13F +7,411 shares

    0.12% of the 13F portfolio, value $7,746,472.

    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 148,925 shares
    Change vs previous 13F +60,043 shares

    0.13% of the 13F portfolio, value $7,371,769.

    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 88,882 shares
    Change vs previous 13F +2,129 shares

    0.08% of the 13F portfolio, value $4,407,648.

    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 86,753 shares
    Change vs previous 13F -5,785 shares

    0.09% of the 13F portfolio, value $4,322,915.

    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 92,538 shares
    Change vs previous 13F +546 shares

    0.11% of the 13F portfolio, value $4,604,668.

    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 91,992 shares
    Change vs previous 13F +26,379 shares

    0.12% of the 13F portfolio, value $4,574,780.

    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 65,613 shares
    Change vs previous 13F +44,321 shares

    0.08% of the 13F portfolio, value $3,257,708.

    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 21,292 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,059,907.

    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).