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Perigon Wealth Management, LLC: SPFF position timeline

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

Perigon Wealth Management, LLC held 126,840 SPFF 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 126,840 shares
    Change vs previous 13F +11,654 shares

    0.02% of the 13F portfolio, value $1,189,503.

    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 115,186 shares
    Change vs previous 13F -1,165 shares

    0.02% of the 13F portfolio, value $1,024,000.

    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 116,351 shares
    Change vs previous 13F -1,676 shares

    0.02% of the 13F portfolio, value $1,084,388.

    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 118,027 shares
    Change vs previous 13F +4,481 shares

    0.02% of the 13F portfolio, value $1,090,572.

    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 113,546 shares
    Change vs previous 13F -1,228 shares

    0.02% of the 13F portfolio, value $1,018,508.

    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 114,774 shares
    Change vs previous 13F +1,271 shares

    0.03% of the 13F portfolio, value $1,028,987.

    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 113,503 shares
    Change vs previous 13F +1,883 shares

    0.03% of the 13F portfolio, value $1,066,373.

    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 111,620 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,087,822.

    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).