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Perigon Wealth Management, LLC: STIP position timeline

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

Perigon Wealth Management, LLC held 67,618 STIP 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 67,618 shares
    Change vs previous 13F -640 shares

    0.11% of the 13F portfolio, value $6,907,855.

    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 68,258 shares
    Change vs previous 13F -516 shares

    0.13% of the 13F portfolio, value $7,059,960.

    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 68,774 shares
    Change vs previous 13F +1,848 shares

    0.13% of the 13F portfolio, value $7,041,804.

    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 66,926 shares
    Change vs previous 13F +7,716 shares

    0.14% of the 13F portfolio, value $6,917,472.

    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 59,210 shares
    Change vs previous 13F +12,380 shares

    0.14% of the 13F portfolio, value $6,093,301.

    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 46,830 shares
    Change vs previous 13F -889 shares

    0.12% of the 13F portfolio, value $4,845,505.

    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 47,719 shares
    Change vs previous 13F -10,309 shares

    0.12% of the 13F portfolio, value $4,827,259.

    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 58,028 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $5,879,356.

    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).