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Disclosery

Perigon Wealth Management, LLC: WTFC position timeline

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

Perigon Wealth Management, LLC held 2,019 WTFC 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 2,019 shares
    Change vs previous 13F +154 shares

    0.01% of the 13F portfolio, value $324,449.

    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 1,865 shares
    Change vs previous 13F +240 shares

    <0.01% of the 13F portfolio, value $259,110.

    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 1,625 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $227,245.

    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).