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Perigon Wealth Management, LLC: SPTL position timeline

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

Perigon Wealth Management, LLC held 537,440 SPTL 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 537,440 shares
    Change vs previous 13F +42,715 shares

    0.22% of the 13F portfolio, value $14,097,046.

    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 494,725 shares
    Change vs previous 13F -23,876 shares

    0.24% of the 13F portfolio, value $13,011,278.

    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 518,601 shares
    Change vs previous 13F -78,810 shares

    0.25% of the 13F portfolio, value $13,727,358.

    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 597,411 shares
    Change vs previous 13F +130,463 shares

    0.33% of the 13F portfolio, value $16,100,228.

    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 466,948 shares
    Change vs previous 13F +99,811 shares

    0.29% of the 13F portfolio, value $12,411,491.

    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 367,137 shares
    Change vs previous 13F +166,749 shares

    0.26% of the 13F portfolio, value $10,008,161.

    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 200,388 shares
    Change vs previous 13F +15,772 shares

    0.13% of the 13F portfolio, value $5,222,116.

    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 184,616 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $5,366,785.

    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).