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Perigon Wealth Management, LLC: VOT position timeline

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

Perigon Wealth Management, LLC held 22,084 VOT 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 22,084 shares
    Change vs previous 13F +1,117 shares

    0.11% of the 13F portfolio, value $6,764,329.

    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 20,967 shares
    Change vs previous 13F +1,890 shares

    0.1% of the 13F portfolio, value $5,395,857.

    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 19,077 shares
    Change vs previous 13F +453 shares

    0.1% of the 13F portfolio, value $5,325,154.

    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 18,624 shares
    Change vs previous 13F +928 shares

    0.11% of the 13F portfolio, value $5,471,545.

    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 17,696 shares
    Change vs previous 13F -223 shares

    0.12% of the 13F portfolio, value $5,032,565.

    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 17,919 shares
    Change vs previous 13F +238 shares

    0.11% of the 13F portfolio, value $4,383,704.

    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 17,681 shares
    Change vs previous 13F +2,276 shares

    0.11% of the 13F portfolio, value $4,679,277.

    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 15,405 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,750,655.

    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).