Skip to content
Disclosery

Perigon Wealth Management, LLC: SUSB position timeline

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

Perigon Wealth Management, LLC held 504,559 SUSB 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 504,559 shares
    Change vs previous 13F +69,392 shares

    0.2% of the 13F portfolio, value $12,608,936.

    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 435,167 shares
    Change vs previous 13F -45,754 shares

    0.2% of the 13F portfolio, value $10,907,454.

    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 480,921 shares
    Change vs previous 13F +15,731 shares

    0.22% of the 13F portfolio, value $12,138,442.

    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 465,190 shares
    Change vs previous 13F +72,478 shares

    0.24% of the 13F portfolio, value $11,773,954.

    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 392,712 shares
    Change vs previous 13F +9,259 shares

    0.23% of the 13F portfolio, value $9,884,564.

    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 383,453 shares
    Change vs previous 13F +77,517 shares

    0.25% of the 13F portfolio, value $9,582,499.

    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 305,936 shares
    Change vs previous 13F +33,150 shares

    0.19% of the 13F portfolio, value $7,571,928.

    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 272,786 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $6,863,290.

    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).