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Perigon Wealth Management, LLC: VOE position timeline

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

Perigon Wealth Management, LLC held 33,667 VOE 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 33,667 shares
    Change vs previous 13F +1,644 shares

    0.11% of the 13F portfolio, value $6,652,569.

    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 32,023 shares
    Change vs previous 13F +2,791 shares

    0.11% of the 13F portfolio, value $5,901,165.

    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 29,232 shares
    Change vs previous 13F +738 shares

    0.09% of the 13F portfolio, value $5,184,848.

    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 28,494 shares
    Change vs previous 13F +1,472 shares

    0.1% of the 13F portfolio, value $4,974,442.

    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 27,022 shares
    Change vs previous 13F -296 shares

    0.1% of the 13F portfolio, value $4,444,022.

    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 27,318 shares
    Change vs previous 13F +577 shares

    0.11% of the 13F portfolio, value $4,385,616.

    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 26,741 shares
    Change vs previous 13F +3,666 shares

    0.11% of the 13F portfolio, value $4,428,855.

    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 23,075 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,868,968.

    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).