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Perigon Wealth Management, LLC: TFSL position timeline

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

Perigon Wealth Management, LLC held 15,367 TFSL 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 15,367 shares
    Change vs previous 13F +1,652 shares

    <0.01% of the 13F portfolio, value $272,304.

    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 13,715 shares
    Change vs previous 13F +1,690 shares

    <0.01% of the 13F portfolio, value $192,696.

    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 12,025 shares
    Change vs previous 13F -27 shares

    <0.01% of the 13F portfolio, value $160,895.

    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 12,052 shares
    Change vs previous 13F +141 shares

    <0.01% of the 13F portfolio, value $158,785.

    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 11,911 shares
    Change vs previous 13F +274 shares

    <0.01% of the 13F portfolio, value $154,248.

    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 11,637 shares
    Change vs previous 13F -503 shares

    <0.01% of the 13F portfolio, value $144,182.

    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 12,140 shares
    Change vs previous 13F +388 shares

    <0.01% of the 13F portfolio, value $152,114.

    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 11,752 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $151,130.

    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).