Skip to content
Disclosery

Perigon Wealth Management, LLC: RMD position timeline

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

Perigon Wealth Management, LLC held 23,587 RMD 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 23,587 shares
    Change vs previous 13F -822 shares

    0.07% of the 13F portfolio, value $4,596,801.

    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 24,409 shares
    Change vs previous 13F +58 shares

    0.1% of the 13F portfolio, value $5,479,486.

    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 24,351 shares
    Change vs previous 13F -131 shares

    0.11% of the 13F portfolio, value $5,865,598.

    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 24,482 shares
    Change vs previous 13F +2,110 shares

    0.14% of the 13F portfolio, value $6,701,408.

    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 22,372 shares
    Change vs previous 13F +10 shares

    0.13% of the 13F portfolio, value $5,771,964.

    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 22,362 shares
    Change vs previous 13F -103 shares

    0.13% of the 13F portfolio, value $5,005,764.

    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 22,465 shares
    Change vs previous 13F -1,668 shares

    0.13% of the 13F portfolio, value $5,327,191.

    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 24,133 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $5,891,337.

    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).