Skip to content
Disclosery

Perigon Wealth Management, LLC: SAP position timeline

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

Perigon Wealth Management, LLC held 9,477 SAP 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 9,477 shares
    Change vs previous 13F -2,713 shares

    0.02% of the 13F portfolio, value $1,460,574.

    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 12,190 shares
    Change vs previous 13F -3,711 shares

    0.04% of the 13F portfolio, value $2,087,110.

    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 15,901 shares
    Change vs previous 13F +499 shares

    0.07% of the 13F portfolio, value $3,862,445.

    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 15,402 shares
    Change vs previous 13F +4,256 shares

    0.08% of the 13F portfolio, value $4,115,556.

    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 11,146 shares
    Change vs previous 13F +7,273 shares

    0.08% of the 13F portfolio, value $3,389,632.

    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 3,873 shares
    Change vs previous 13F +1,305 shares

    0.03% of the 13F portfolio, value $1,039,757.

    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 2,568 shares
    Change vs previous 13F +102 shares

    0.02% of the 13F portfolio, value $671,640.

    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 2,466 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $564,875.

    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).