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Perigon Wealth Management, LLC: SEIV position timeline

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

Perigon Wealth Management, LLC held 36,180 SEIV 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 36,180 shares
    Change vs previous 13F -1,671 shares

    0.03% of the 13F portfolio, value $1,736,640.

    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 37,851 shares
    Change vs previous 13F +1,023 shares

    0.03% of the 13F portfolio, value $1,573,088.

    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 36,828 shares
    Change vs previous 13F +3,191 shares

    0.03% of the 13F portfolio, value $1,528,362.

    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 33,637 shares
    Change vs previous 13F +5,582 shares

    0.03% of the 13F portfolio, value $1,308,480.

    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 28,055 shares
    Change vs previous 13F -86 shares

    0.02% of the 13F portfolio, value $1,001,283.

    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 28,141 shares
    Change vs previous 13F -1,367 shares

    0.02% of the 13F portfolio, value $913,457.

    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 29,508 shares
    Change vs previous 13F -1,707 shares

    0.02% of the 13F portfolio, value $1,002,004.

    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 31,215 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,028,534.

    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).