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Perigon Wealth Management, LLC: VTC position timeline

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

Perigon Wealth Management, LLC held 48,263 VTC 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 48,263 shares
    Change vs previous 13F +7,422 shares

    0.06% of the 13F portfolio, value $3,706,583.

    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 40,841 shares
    Change vs previous 13F +4,073 shares

    0.06% of the 13F portfolio, value $3,137,826.

    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 36,768 shares
    Change vs previous 13F +656 shares

    0.05% of the 13F portfolio, value $2,854,706.

    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 36,112 shares
    Change vs previous 13F +697 shares

    0.06% of the 13F portfolio, value $2,830,472.

    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 35,415 shares
    Change vs previous 13F +229 shares

    0.06% of the 13F portfolio, value $2,738,615.

    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 35,186 shares
    Change vs previous 13F +853 shares

    0.07% of the 13F portfolio, value $2,702,300.

    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 34,333 shares
    Change vs previous 13F +9,256 shares

    0.06% of the 13F portfolio, value $2,596,925.

    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 25,077 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,988,621.

    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).