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Perigon Wealth Management, LLC: VTIP position timeline

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

Perigon Wealth Management, LLC held 429,630 VTIP 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 429,630 shares
    Change vs previous 13F +42,408 shares

    0.34% of the 13F portfolio, value $21,580,324.

    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 387,222 shares
    Change vs previous 13F +59,675 shares

    0.35% of the 13F portfolio, value $19,341,733.

    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 327,547 shares
    Change vs previous 13F -1,629 shares

    0.29% of the 13F portfolio, value $16,200,474.

    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 329,176 shares
    Change vs previous 13F +28,634 shares

    0.34% of the 13F portfolio, value $16,666,182.

    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 300,542 shares
    Change vs previous 13F +64,789 shares

    0.35% of the 13F portfolio, value $15,108,248.

    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 235,753 shares
    Change vs previous 13F +79,786 shares

    0.3% of the 13F portfolio, value $11,764,071.

    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 155,967 shares
    Change vs previous 13F +2,801 shares

    0.19% of the 13F portfolio, value $7,595,612.

    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 153,166 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $7,552,610.

    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).