Skip to content
Disclosery

Perigon Wealth Management, LLC: RIO position timeline

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

Perigon Wealth Management, LLC held 17,781 RIO 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 17,781 shares
    Change vs previous 13F +313 shares

    0.03% of the 13F portfolio, value $1,687,967.

    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 17,468 shares
    Change vs previous 13F +1,054 shares

    0.03% of the 13F portfolio, value $1,629,606.

    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 16,414 shares
    Change vs previous 13F +2,305 shares

    0.02% of the 13F portfolio, value $1,313,572.

    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 14,109 shares
    Change vs previous 13F -3,766 shares

    0.02% of the 13F portfolio, value $931,302.

    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 17,875 shares
    Change vs previous 13F +797 shares

    0.02% of the 13F portfolio, value $1,042,675.

    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 17,078 shares
    Change vs previous 13F +6,246 shares

    0.03% of the 13F portfolio, value $1,026,060.

    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 10,832 shares
    Change vs previous 13F +4,855 shares

    0.02% of the 13F portfolio, value $647,615.

    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 5,977 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $425,348.

    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).