Skip to content
Disclosery

Perigon Wealth Management, LLC: WM position timeline

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

Perigon Wealth Management, LLC held 25,119 WM 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 25,119 shares
    Change vs previous 13F -293 shares

    0.09% of the 13F portfolio, value $5,598,463.

    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 25,412 shares
    Change vs previous 13F +1,417 shares

    0.11% of the 13F portfolio, value $5,839,371.

    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 23,995 shares
    Change vs previous 13F +1,503 shares

    0.09% of the 13F portfolio, value $5,271,912.

    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 22,492 shares
    Change vs previous 13F +2,438 shares

    0.1% of the 13F portfolio, value $4,966,954.

    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 20,054 shares
    Change vs previous 13F +589 shares

    0.11% of the 13F portfolio, value $4,588,684.

    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 19,465 shares
    Change vs previous 13F -499 shares

    0.12% of the 13F portfolio, value $4,506,320.

    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 19,964 shares
    Change vs previous 13F +412 shares

    0.1% of the 13F portfolio, value $4,212,675.

    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 19,552 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $4,058,877.

    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).