Skip to content
Disclosery

Perigon Wealth Management, LLC: TIP position timeline

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

Perigon Wealth Management, LLC held 17,604 TIP 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 17,604 shares
    Change vs previous 13F -177 shares

    0.03% of the 13F portfolio, value $1,926,426.

    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 17,781 shares
    Change vs previous 13F -1,226 shares

    0.04% of the 13F portfolio, value $1,962,262.

    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 19,007 shares
    Change vs previous 13F -42 shares

    0.04% of the 13F portfolio, value $2,089,055.

    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 19,049 shares
    Change vs previous 13F -2,177 shares

    0.04% of the 13F portfolio, value $2,118,659.

    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 21,226 shares
    Change vs previous 13F -336 shares

    0.05% of the 13F portfolio, value $2,335,697.

    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 21,562 shares
    Change vs previous 13F -1,956 shares

    0.06% of the 13F portfolio, value $2,395,375.

    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 23,518 shares
    Change vs previous 13F -1,283 shares

    0.06% of the 13F portfolio, value $2,519,705.

    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 24,801 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,739,749.

    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).