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Perigon Wealth Management, LLC: VB position timeline

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

Perigon Wealth Management, LLC held 41,716 VB 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 41,716 shares
    Change vs previous 13F +89 shares

    0.2% of the 13F portfolio, value $12,644,979.

    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 41,627 shares
    Change vs previous 13F -60 shares

    0.2% of the 13F portfolio, value $10,903,053.

    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 41,687 shares
    Change vs previous 13F -2,072 shares

    0.19% of the 13F portfolio, value $10,753,099.

    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 43,759 shares
    Change vs previous 13F -432 shares

    0.23% of the 13F portfolio, value $11,126,951.

    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 44,191 shares
    Change vs previous 13F +614 shares

    0.24% of the 13F portfolio, value $10,472,472.

    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 43,577 shares
    Change vs previous 13F +1,056 shares

    0.25% of the 13F portfolio, value $9,663,118.

    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 42,521 shares
    Change vs previous 13F +3,033 shares

    0.26% of the 13F portfolio, value $10,522,768.

    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 39,488 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $9,366,969.

    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).