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Perigon Wealth Management, LLC: SCHF position timeline

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

Perigon Wealth Management, LLC held 1,522,230 SCHF 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 1,522,230 shares
    Change vs previous 13F +107,724 shares

    0.67% of the 13F portfolio, value $42,165,765.

    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 1,414,506 shares
    Change vs previous 13F +51,001 shares

    0.64% of the 13F portfolio, value $35,009,029.

    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 1,363,505 shares
    Change vs previous 13F +783,113 shares

    0.59% of the 13F portfolio, value $32,778,659.

    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 580,392 shares
    Change vs previous 13F +25,741 shares

    0.28% of the 13F portfolio, value $13,511,536.

    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 554,651 shares
    Change vs previous 13F -5,827 shares

    0.29% of the 13F portfolio, value $12,257,797.

    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 560,478 shares
    Change vs previous 13F +7,471 shares

    0.28% of the 13F portfolio, value $11,086,251.

    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 553,007 shares
    Change vs previous 13F +307,475 shares

    0.25% of the 13F portfolio, value $10,346,758.

    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 245,532 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $10,096,298.

    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).