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Perigon Wealth Management, LLC: SCHZ position timeline

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

Perigon Wealth Management, LLC held 222,554 SCHZ 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 222,554 shares
    Change vs previous 13F +38,155 shares

    0.08% of the 13F portfolio, value $5,147,665.

    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 184,399 shares
    Change vs previous 13F +10,712 shares

    0.08% of the 13F portfolio, value $4,281,742.

    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 173,687 shares
    Change vs previous 13F +8,196 shares

    0.07% of the 13F portfolio, value $4,059,063.

    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 165,491 shares
    Change vs previous 13F +1,695 shares

    0.08% of the 13F portfolio, value $3,884,067.

    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 163,796 shares
    Change vs previous 13F +687 shares

    0.09% of the 13F portfolio, value $3,806,617.

    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 163,109 shares
    Change vs previous 13F +2,563 shares

    0.1% of the 13F portfolio, value $3,777,596.

    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 160,546 shares
    Change vs previous 13F +107,320 shares

    0.09% of the 13F portfolio, value $3,647,603.

    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 53,226 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,529,267.

    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).