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Perigon Wealth Management, LLC: SUB position timeline

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

Perigon Wealth Management, LLC held 50,778 SUB 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 50,778 shares
    Change vs previous 13F +3,832 shares

    0.09% of the 13F portfolio, value $5,406,334.

    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 46,946 shares
    Change vs previous 13F +1,264 shares

    0.09% of the 13F portfolio, value $4,999,749.

    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 45,682 shares
    Change vs previous 13F +4,069 shares

    0.09% of the 13F portfolio, value $4,874,273.

    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 41,613 shares
    Change vs previous 13F +10,617 shares

    0.09% of the 13F portfolio, value $4,443,440.

    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 30,996 shares
    Change vs previous 13F +6,029 shares

    0.08% of the 13F portfolio, value $3,296,118.

    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 24,967 shares
    Change vs previous 13F -722 shares

    0.07% of the 13F portfolio, value $2,636,518.

    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 25,689 shares
    Change vs previous 13F +7,328 shares

    0.07% of the 13F portfolio, value $2,705,054.

    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 18,361 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,949,747.

    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).