Skip to content
Disclosery

Perigon Wealth Management, LLC: SPMO position timeline

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

Perigon Wealth Management, LLC held 164,120 SPMO 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 164,120 shares
    Change vs previous 13F -23,446 shares

    0.42% of the 13F portfolio, value $26,511,898.

    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 187,566 shares
    Change vs previous 13F +13,892 shares

    0.38% of the 13F portfolio, value $21,028,073.

    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 173,674 shares
    Change vs previous 13F +67,346 shares

    0.37% of the 13F portfolio, value $20,722,798.

    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 106,328 shares
    Change vs previous 13F +23,160 shares

    0.26% of the 13F portfolio, value $12,872,074.

    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 83,168 shares
    Change vs previous 13F +11,965 shares

    0.22% of the 13F portfolio, value $9,353,893.

    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 71,203 shares
    Change vs previous 13F +45,454 shares

    0.17% of the 13F portfolio, value $6,588,410.

    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 25,749 shares
    Change vs previous 13F +9,453 shares

    0.06% of the 13F portfolio, value $2,512,330.

    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 16,296 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,477,069.

    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).