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Perigon Wealth Management, LLC: WCLD position timeline

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

Perigon Wealth Management, LLC held 8,642 WCLD 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 8,642 shares
    Change vs previous 13F +825 shares

    <0.01% of the 13F portfolio, value $277,027.

    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 7,817 shares
    Change vs previous 13F -3,783 shares

    <0.01% of the 13F portfolio, value $213,560.

    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 11,600 shares
    Change vs previous 13F +132 shares

    0.01% of the 13F portfolio, value $406,116.

    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 11,468 shares
    Change vs previous 13F -692 shares

    0.01% of the 13F portfolio, value $403,314.

    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 12,160 shares
    Change vs previous 13F -8,814 shares

    0.01% of the 13F portfolio, value $439,462.

    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 20,974 shares
    Change vs previous 13F -4,066 shares

    0.02% of the 13F portfolio, value $680,606.

    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 25,040 shares
    Change vs previous 13F +198 shares

    0.02% of the 13F portfolio, value $953,523.

    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 24,842 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $793,950.

    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).