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Perigon Wealth Management, LLC: USMV position timeline

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

Perigon Wealth Management, LLC held 57,093 USMV 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 57,093 shares
    Change vs previous 13F -2,847 shares

    0.09% of the 13F portfolio, value $5,507,166.

    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 59,940 shares
    Change vs previous 13F -3,677 shares

    0.1% of the 13F portfolio, value $5,558,834.

    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 63,617 shares
    Change vs previous 13F -4,668 shares

    0.11% of the 13F portfolio, value $5,990,145.

    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 68,285 shares
    Change vs previous 13F -826 shares

    0.13% of the 13F portfolio, value $6,496,656.

    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 69,111 shares
    Change vs previous 13F +5,419 shares

    0.15% of the 13F portfolio, value $6,487,488.

    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 63,692 shares
    Change vs previous 13F -1,016 shares

    0.15% of the 13F portfolio, value $5,965,414.

    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 64,708 shares
    Change vs previous 13F +2,456 shares

    0.14% of the 13F portfolio, value $5,804,944.

    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 62,252 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $5,684,224.

    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).