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Perigon Wealth Management, LLC: SCMB position timeline

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

Perigon Wealth Management, LLC held 223,357 SCMB 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 223,357 shares
    Change vs previous 13F +11,560 shares

    0.09% of the 13F portfolio, value $5,767,091.

    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 211,797 shares
    Change vs previous 13F +16,053 shares

    0.1% of the 13F portfolio, value $5,396,577.

    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 195,744 shares
    Change vs previous 13F +12,270 shares

    0.09% of the 13F portfolio, value $5,042,364.

    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 183,474 shares
    Change vs previous 13F +3,576 shares

    0.1% of the 13F portfolio, value $4,698,775.

    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 179,898 shares
    Change vs previous 13F +14,740 shares

    0.11% of the 13F portfolio, value $4,529,829.

    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 165,158 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $4,190,059.

    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).