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Perigon Wealth Management, LLC: VBR position timeline

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

Perigon Wealth Management, LLC held 23,632 VBR 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 23,632 shares
    Change vs previous 13F +850 shares

    0.09% of the 13F portfolio, value $5,742,305.

    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 22,782 shares
    Change vs previous 13F -30 shares

    0.09% of the 13F portfolio, value $4,949,335.

    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 22,812 shares
    Change vs previous 13F -171 shares

    0.09% of the 13F portfolio, value $4,831,344.

    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 22,983 shares
    Change vs previous 13F -400 shares

    0.1% of the 13F portfolio, value $4,796,731.

    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 23,383 shares
    Change vs previous 13F -593 shares

    0.11% of the 13F portfolio, value $4,559,910.

    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 23,976 shares
    Change vs previous 13F +16 shares

    0.11% of the 13F portfolio, value $4,466,423.

    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 23,960 shares
    Change vs previous 13F +1,285 shares

    0.12% of the 13F portfolio, value $4,879,682.

    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 22,675 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $4,552,628.

    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).