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Perigon Wealth Management, LLC: V position timeline

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

Perigon Wealth Management, LLC held 122,717 V 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 122,717 shares
    Change vs previous 13F -345 shares

    0.67% of the 13F portfolio, value $42,103,005.

    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 123,062 shares
    Change vs previous 13F -4,015 shares

    0.68% of the 13F portfolio, value $37,194,245.

    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 127,077 shares
    Change vs previous 13F +903 shares

    0.8% of the 13F portfolio, value $44,567,340.

    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 126,174 shares
    Change vs previous 13F +799 shares

    0.88% of the 13F portfolio, value $43,073,181.

    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 125,375 shares
    Change vs previous 13F -332 shares

    1.04% of the 13F portfolio, value $44,514,286.

    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 125,707 shares
    Change vs previous 13F -555 shares

    1.13% of the 13F portfolio, value $44,055,180.

    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 126,262 shares
    Change vs previous 13F +9 shares

    0.98% of the 13F portfolio, value $40,056,540.

    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 126,253 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $34,713,242.

    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).