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Perigon Wealth Management, LLC: SRLN position timeline

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

Perigon Wealth Management, LLC held 48,570 SRLN 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 48,570 shares
    Change vs previous 13F -4,675 shares

    0.03% of the 13F portfolio, value $1,956,885.

    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 53,245 shares
    Change vs previous 13F -67,881 shares

    0.04% of the 13F portfolio, value $2,137,254.

    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 121,126 shares
    Change vs previous 13F -25,226 shares

    0.09% of the 13F portfolio, value $4,998,870.

    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 146,352 shares
    Change vs previous 13F -6,520 shares

    0.12% of the 13F portfolio, value $6,085,316.

    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 152,872 shares
    Change vs previous 13F -19,745 shares

    0.15% of the 13F portfolio, value $6,357,946.

    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 172,617 shares
    Change vs previous 13F +37,749 shares

    0.18% of the 13F portfolio, value $7,099,746.

    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 134,868 shares
    Change vs previous 13F +87,872 shares

    0.14% of the 13F portfolio, value $5,653,650.

    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 46,996 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,962,553.

    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).