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Perigon Wealth Management, LLC: VMBS position timeline

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

Perigon Wealth Management, LLC held 323,024 VMBS 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 323,024 shares
    Change vs previous 13F +19,701 shares

    0.24% of the 13F portfolio, value $15,120,741.

    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 303,323 shares
    Change vs previous 13F +18,908 shares

    0.26% of the 13F portfolio, value $14,241,031.

    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 284,415 shares
    Change vs previous 13F +15,468 shares

    0.24% of the 13F portfolio, value $13,390,257.

    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 268,947 shares
    Change vs previous 13F +24,920 shares

    0.26% of the 13F portfolio, value $12,629,751.

    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 244,027 shares
    Change vs previous 13F +16,058 shares

    0.26% of the 13F portfolio, value $11,308,231.

    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 227,969 shares
    Change vs previous 13F +147,143 shares

    0.27% of the 13F portfolio, value $10,557,249.

    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 80,826 shares
    Change vs previous 13F -6,186 shares

    0.09% of the 13F portfolio, value $3,662,208.

    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 87,012 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $4,107,841.

    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).