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Perigon Wealth Management, LLC: SCHH position timeline

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

Perigon Wealth Management, LLC held 193,274 SCHH 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 193,274 shares
    Change vs previous 13F +24,486 shares

    0.07% of the 13F portfolio, value $4,576,734.

    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 168,788 shares
    Change vs previous 13F +19,033 shares

    0.07% of the 13F portfolio, value $3,627,260.

    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 149,755 shares
    Change vs previous 13F +4,020 shares

    0.06% of the 13F portfolio, value $3,128,385.

    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 145,735 shares
    Change vs previous 13F +5,387 shares

    0.06% of the 13F portfolio, value $3,143,511.

    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 140,348 shares
    Change vs previous 13F -1,144 shares

    0.07% of the 13F portfolio, value $2,969,766.

    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 141,492 shares
    Change vs previous 13F +1,619 shares

    0.08% of the 13F portfolio, value $3,043,490.

    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 139,873 shares
    Change vs previous 13F +18,177 shares

    0.07% of the 13F portfolio, value $2,955,509.

    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 121,696 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,819,701.

    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).