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Perigon Wealth Management, LLC: SPEM position timeline

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

Perigon Wealth Management, LLC held 246,853 SPEM 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 246,853 shares
    Change vs previous 13F -60,414 shares

    0.2% of the 13F portfolio, value $12,782,034.

    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 307,267 shares
    Change vs previous 13F -102,072 shares

    0.26% of the 13F portfolio, value $14,413,888.

    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 409,339 shares
    Change vs previous 13F +105,932 shares

    0.34% of the 13F portfolio, value $19,161,159.

    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 303,407 shares
    Change vs previous 13F +90,272 shares

    0.29% of the 13F portfolio, value $14,202,481.

    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 213,135 shares
    Change vs previous 13F +84,384 shares

    0.21% of the 13F portfolio, value $9,109,411.

    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 128,751 shares
    Change vs previous 13F +109,674 shares

    0.13% of the 13F portfolio, value $5,068,922.

    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 19,077 shares
    Change vs previous 13F +1,787 shares

    0.02% of the 13F portfolio, value $723,586.

    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 17,290 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $713,723.

    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).