Skip to content
Disclosery

Perigon Wealth Management, LLC: UAL position timeline

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

Perigon Wealth Management, LLC held 5,165 UAL 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 5,165 shares
    Change vs previous 13F +592 shares

    0.01% of the 13F portfolio, value $702,336.

    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 4,573 shares
    Change vs previous 13F -902 shares

    0.01% of the 13F portfolio, value $421,000.

    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 5,475 shares
    Change vs previous 13F +918 shares

    0.01% of the 13F portfolio, value $612,215.

    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 4,557 shares
    Change vs previous 13F +817 shares

    0.01% of the 13F portfolio, value $439,752.

    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 3,740 shares
    Change vs previous 13F +228 shares

    0.01% of the 13F portfolio, value $297,783.

    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 3,512 shares
    Change vs previous 13F -7,402 shares

    0.01% of the 13F portfolio, value $242,503.

    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 10,914 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,158,085.

    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).