Skip to content
Disclosery

Perigon Wealth Management, LLC: SPIB position timeline

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

Perigon Wealth Management, LLC held 141,565 SPIB 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 141,565 shares
    Change vs previous 13F +4,032 shares

    0.08% of the 13F portfolio, value $4,736,765.

    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 137,533 shares
    Change vs previous 13F -506 shares

    0.08% of the 13F portfolio, value $4,612,857.

    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 138,039 shares
    Change vs previous 13F +731 shares

    0.08% of the 13F portfolio, value $4,667,099.

    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 137,308 shares
    Change vs previous 13F +4,765 shares

    0.09% of the 13F portfolio, value $4,653,368.

    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 132,543 shares
    Change vs previous 13F +45 shares

    0.1% of the 13F portfolio, value $4,450,794.

    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 132,498 shares
    Change vs previous 13F +2,840 shares

    0.11% of the 13F portfolio, value $4,404,234.

    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 129,658 shares
    Change vs previous 13F +2,869 shares

    0.1% of the 13F portfolio, value $4,250,189.

    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 126,789 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $4,274,057.

    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).