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Perigon Wealth Management, LLC: XAR position timeline

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

Perigon Wealth Management, LLC held 20,440 XAR 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 20,440 shares
    Change vs previous 13F +4,510 shares

    0.09% of the 13F portfolio, value $5,800,721.

    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 15,930 shares
    Change vs previous 13F -1,040 shares

    0.07% of the 13F portfolio, value $4,045,933.

    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 16,970 shares
    Change vs previous 13F +1,319 shares

    0.07% of the 13F portfolio, value $4,093,843.

    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 15,651 shares
    Change vs previous 13F +689 shares

    0.08% of the 13F portfolio, value $3,677,359.

    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 14,962 shares
    Change vs previous 13F -2,980 shares

    0.07% of the 13F portfolio, value $3,156,084.

    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 17,942 shares
    Change vs previous 13F +111 shares

    0.07% of the 13F portfolio, value $2,883,100.

    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 17,831 shares
    Change vs previous 13F -1,269 shares

    0.08% of the 13F portfolio, value $3,062,474.

    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 19,100 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,005,194.

    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).