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Perigon Wealth Management, LLC: USTB position timeline

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

Perigon Wealth Management, LLC held 41,524 USTB 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 41,524 shares
    Change vs previous 13F +12,419 shares

    0.03% of the 13F portfolio, value $2,101,950.

    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 29,105 shares
    Change vs previous 13F +2,469 shares

    0.03% of the 13F portfolio, value $1,472,118.

    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 26,636 shares
    Change vs previous 13F +6,435 shares

    0.02% of the 13F portfolio, value $1,354,199.

    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 20,201 shares
    Change vs previous 13F +8,140 shares

    0.02% of the 13F portfolio, value $1,030,049.

    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 12,061 shares
    Change vs previous 13F +26 shares

    0.01% of the 13F portfolio, value $612,940.

    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 12,035 shares
    Change vs previous 13F +306 shares

    0.02% of the 13F portfolio, value $609,573.

    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 11,729 shares
    Change vs previous 13F -533 shares

    0.01% of the 13F portfolio, value $589,969.

    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 12,262 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $623,032.

    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).