Skip to content
Disclosery

Perigon Wealth Management, LLC: WFC position timeline

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

Perigon Wealth Management, LLC held 138,676 WFC 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 138,676 shares
    Change vs previous 13F -5,036 shares

    0.18% of the 13F portfolio, value $11,460,206.

    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 143,712 shares
    Change vs previous 13F -4,127 shares

    0.21% of the 13F portfolio, value $11,440,892.

    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 147,839 shares
    Change vs previous 13F +1,382 shares

    0.25% of the 13F portfolio, value $13,778,636.

    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 146,457 shares
    Change vs previous 13F +11,978 shares

    0.25% of the 13F portfolio, value $12,276,014.

    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 134,479 shares
    Change vs previous 13F -12,009 shares

    0.25% of the 13F portfolio, value $10,774,450.

    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 146,488 shares
    Change vs previous 13F -50,699 shares

    0.27% of the 13F portfolio, value $10,516,351.

    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 197,187 shares
    Change vs previous 13F +3,880 shares

    0.37% of the 13F portfolio, value $14,976,327.

    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 193,307 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $10,919,925.

    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).