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Perigon Wealth Management, LLC: SMCI position timeline

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

Perigon Wealth Management, LLC held 26,618 SMCI 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 26,618 shares
    Change vs previous 13F -1,869 shares

    0.01% of the 13F portfolio, value $780,706.

    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 28,487 shares
    Change vs previous 13F +14,979 shares

    0.01% of the 13F portfolio, value $648,648.

    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 13,508 shares
    Change vs previous 13F -20,159 shares

    0.01% of the 13F portfolio, value $395,379.

    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 33,667 shares
    Change vs previous 13F -1,225 shares

    0.03% of the 13F portfolio, value $1,613,996.

    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 34,892 shares
    Change vs previous 13F -279 shares

    0.04% of the 13F portfolio, value $1,710,056.

    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 35,171 shares
    Change vs previous 13F +2,130 shares

    0.03% of the 13F portfolio, value $1,204,255.

    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 33,041 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,028,236.

    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).