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Perigon Wealth Management, LLC: SGOV position timeline

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

Perigon Wealth Management, LLC held 465,972 SGOV 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 465,972 shares
    Change vs previous 13F +60,262 shares

    0.74% of the 13F portfolio, value $46,909,430.

    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 405,710 shares
    Change vs previous 13F +61,354 shares

    0.74% of the 13F portfolio, value $40,838,774.

    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 344,356 shares
    Change vs previous 13F +3,604 shares

    0.62% of the 13F portfolio, value $34,566,442.

    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 340,752 shares
    Change vs previous 13F +60,756 shares

    0.7% of the 13F portfolio, value $34,313,678.

    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 279,996 shares
    Change vs previous 13F +40,452 shares

    0.66% of the 13F portfolio, value $28,192,775.

    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 239,544 shares
    Change vs previous 13F +51,352 shares

    0.62% of the 13F portfolio, value $24,114,864.

    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 188,192 shares
    Change vs previous 13F +47,732 shares

    0.46% of the 13F portfolio, value $18,911,399.

    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 140,460 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $14,147,105.

    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).