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Perigon Wealth Management, LLC: SCHC position timeline

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

Perigon Wealth Management, LLC held 203,051 SCHC 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 203,051 shares
    Change vs previous 13F +7,609 shares

    0.15% of the 13F portfolio, value $9,770,828.

    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 195,442 shares
    Change vs previous 13F +22,712 shares

    0.17% of the 13F portfolio, value $9,134,955.

    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 172,730 shares
    Change vs previous 13F +7,037 shares

    0.14% of the 13F portfolio, value $7,864,393.

    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 165,693 shares
    Change vs previous 13F +9,489 shares

    0.15% of the 13F portfolio, value $7,540,683.

    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 156,204 shares
    Change vs previous 13F +1,513 shares

    0.16% of the 13F portfolio, value $6,652,724.

    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 154,691 shares
    Change vs previous 13F +3,676 shares

    0.14% of the 13F portfolio, value $5,550,330.

    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 151,015 shares
    Change vs previous 13F +23,422 shares

    0.13% of the 13F portfolio, value $5,175,300.

    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 127,593 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,916,158.

    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).