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Perigon Wealth Management, LLC: VOO position timeline

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

Perigon Wealth Management, LLC held 299,727 VOO 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 299,727 shares
    Change vs previous 13F +65,391 shares

    3.26% of the 13F portfolio, value $205,855,657.

    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 234,336 shares
    Change vs previous 13F +28,549 shares

    2.54% of the 13F portfolio, value $140,027,343.

    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 205,787 shares
    Change vs previous 13F +100,785 shares

    2.31% of the 13F portfolio, value $129,055,041.

    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 105,002 shares
    Change vs previous 13F +2,333 shares

    1.31% of the 13F portfolio, value $64,301,420.

    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 102,669 shares
    Change vs previous 13F -11,329 shares

    1.36% of the 13F portfolio, value $58,318,856.

    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 113,998 shares
    Change vs previous 13F -5,503 shares

    1.5% of the 13F portfolio, value $58,584,559.

    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 119,501 shares
    Change vs previous 13F +8,392 shares

    1.6% of the 13F portfolio, value $65,037,216.

    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 111,109 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $58,628,443.

    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).