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Perigon Wealth Management, LLC: VTEB position timeline

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

Perigon Wealth Management, LLC held 245,262 VTEB 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 245,262 shares
    Change vs previous 13F +24,734 shares

    0.2% of the 13F portfolio, value $12,405,332.

    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 220,528 shares
    Change vs previous 13F +252 shares

    0.2% of the 13F portfolio, value $11,002,123.

    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 220,276 shares
    Change vs previous 13F -3,796 shares

    0.2% of the 13F portfolio, value $11,077,693.

    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 224,072 shares
    Change vs previous 13F +7,927 shares

    0.23% of the 13F portfolio, value $11,219,265.

    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 216,145 shares
    Change vs previous 13F -36,995 shares

    0.25% of the 13F portfolio, value $10,597,584.

    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 253,140 shares
    Change vs previous 13F -7,848 shares

    0.32% of the 13F portfolio, value $12,560,786.

    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 260,988 shares
    Change vs previous 13F +9,092 shares

    0.32% of the 13F portfolio, value $13,005,017.

    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 251,896 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $12,876,926.

    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).