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Perigon Wealth Management, LLC: VGSR position timeline

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

Perigon Wealth Management, LLC held 216,361 VGSR 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 216,361 shares
    Change vs previous 13F -519 shares

    0.04% of the 13F portfolio, value $2,463,274.

    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 216,880 shares
    Change vs previous 13F +4,225 shares

    0.04% of the 13F portfolio, value $2,240,367.

    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 212,655 shares
    Change vs previous 13F +20,158 shares

    0.04% of the 13F portfolio, value $2,211,611.

    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 192,497 shares
    Change vs previous 13F -251 shares

    0.04% of the 13F portfolio, value $2,050,097.

    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 192,748 shares
    Change vs previous 13F -8,665 shares

    0.05% of the 13F portfolio, value $2,016,141.

    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 201,413 shares
    Change vs previous 13F +14,302 shares

    0.05% of the 13F portfolio, value $2,042,331.

    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 187,111 shares
    Change vs previous 13F -4,499 shares

    0.05% of the 13F portfolio, value $1,901,979.

    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 191,610 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,128,788.

    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).