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Perigon Wealth Management, LLC: SPYM position timeline

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

Perigon Wealth Management, LLC held 67,093 SPYM 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 67,093 shares
    Change vs previous 13F -517 shares

    0.09% of the 13F portfolio, value $5,896,104.

    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 67,610 shares
    Change vs previous 13F +3,314 shares

    0.09% of the 13F portfolio, value $5,174,864.

    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 64,296 shares
    Change vs previous 13F -351 shares

    0.09% of the 13F portfolio, value $5,157,831.

    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 64,647 shares
    Change vs previous 13F -40 shares

    0.1% of the 13F portfolio, value $5,064,470.

    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 64,687 shares
    Change vs previous 13F +6,269 shares

    0.11% of the 13F portfolio, value $4,702,073.

    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 58,418 shares
    Change vs previous 13F +6,327 shares

    0.1% of the 13F portfolio, value $3,841,565.

    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 52,091 shares
    Change vs previous 13F +3,123 shares

    0.09% of the 13F portfolio, value $3,625,546.

    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 48,968 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,305,791.

    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).