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Perigon Wealth Management, LLC: SEIE position timeline

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

Perigon Wealth Management, LLC held 71,643 SEIE 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 71,643 shares
    Change vs previous 13F -415 shares

    0.04% of the 13F portfolio, value $2,542,703.

    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 72,058 shares
    Change vs previous 13F -3,659 shares

    0.04% of the 13F portfolio, value $2,348,810.

    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 75,717 shares
    Change vs previous 13F +1,315 shares

    0.04% of the 13F portfolio, value $2,463,218.

    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 74,402 shares
    Change vs previous 13F -551 shares

    0.05% of the 13F portfolio, value $2,269,655.

    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 74,953 shares
    Change vs previous 13F -4,414 shares

    0.05% of the 13F portfolio, value $2,209,307.

    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 79,367 shares
    Change vs previous 13F -17,913 shares

    0.05% of the 13F portfolio, value $2,083,431.

    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 97,280 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,345,421.

    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).