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Perigon Wealth Management, LLC: T position timeline

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

Perigon Wealth Management, LLC held 153,344 T 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 153,344 shares
    Change vs previous 13F +1,581 shares

    0.05% of the 13F portfolio, value $3,174,212.

    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 151,763 shares
    Change vs previous 13F -2,132 shares

    0.08% of the 13F portfolio, value $4,399,610.

    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 153,895 shares
    Change vs previous 13F -7,728 shares

    0.07% of the 13F portfolio, value $3,822,754.

    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 161,623 shares
    Change vs previous 13F +29,149 shares

    0.09% of the 13F portfolio, value $4,564,234.

    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 132,474 shares
    Change vs previous 13F +7,488 shares

    0.09% of the 13F portfolio, value $3,833,800.

    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 124,986 shares
    Change vs previous 13F +2,566 shares

    0.09% of the 13F portfolio, value $3,534,602.

    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 122,420 shares
    Change vs previous 13F +14,756 shares

    0.07% of the 13F portfolio, value $2,695,694.

    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 107,664 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,368,613.

    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).