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Perigon Wealth Management, LLC: TLT position timeline

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

Perigon Wealth Management, LLC held 84,047 TLT 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 84,047 shares
    Change vs previous 13F -19,884 shares

    0.12% of the 13F portfolio, value $7,263,339.

    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 103,931 shares
    Change vs previous 13F -7,688 shares

    0.16% of the 13F portfolio, value $9,009,795.

    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 111,619 shares
    Change vs previous 13F +14,188 shares

    0.17% of the 13F portfolio, value $9,728,752.

    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 97,431 shares
    Change vs previous 13F -6,479 shares

    0.18% of the 13F portfolio, value $8,707,392.

    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 103,910 shares
    Change vs previous 13F -10,011 shares

    0.21% of the 13F portfolio, value $9,170,031.

    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 113,921 shares
    Change vs previous 13F -12,608 shares

    0.27% of the 13F portfolio, value $10,370,195.

    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 126,529 shares
    Change vs previous 13F +20,387 shares

    0.27% of the 13F portfolio, value $11,013,058.

    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 106,142 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $10,412,512.

    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).