Skip to content
Disclosery

Perigon Wealth Management, LLC: QUAL position timeline

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

Perigon Wealth Management, LLC held 60,104 QUAL 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 60,104 shares
    Change vs previous 13F -74,171 shares

    0.21% of the 13F portfolio, value $13,188,703.

    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 134,275 shares
    Change vs previous 13F +2,123 shares

    0.47% of the 13F portfolio, value $25,755,361.

    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 132,152 shares
    Change vs previous 13F -50,193 shares

    0.47% of the 13F portfolio, value $26,247,940.

    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 182,345 shares
    Change vs previous 13F +26,466 shares

    0.72% of the 13F portfolio, value $35,466,063.

    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 155,879 shares
    Change vs previous 13F -6,007 shares

    0.67% of the 13F portfolio, value $28,497,708.

    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 161,886 shares
    Change vs previous 13F +16,181 shares

    0.71% of the 13F portfolio, value $27,664,766.

    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 145,705 shares
    Change vs previous 13F +15,742 shares

    0.64% of the 13F portfolio, value $26,149,733.

    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 129,963 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $23,302,371.

    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).