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Disclosery

Perigon Wealth Management, LLC: XBI position timeline

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

Perigon Wealth Management, LLC held 0 XBI shares at 2025-12-31 per its 13F-HR filed 2026-01-16.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -6,610 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 6,610 shares
    Change vs previous 13F -110 shares

    0.01% of the 13F portfolio, value $662,322.

    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).

  3. period ended2025-06-30
    13F 6,720 shares
    Change vs previous 13F +1,910 shares

    0.01% of the 13F portfolio, value $557,290.

    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).

  4. period ended2025-03-31
    13F 4,810 shares
    Change vs previous 13F +300 shares

    0.01% of the 13F portfolio, value $390,091.

    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).

  5. period ended2024-12-31
    13F 4,510 shares
    Change vs previous 13F +860 shares

    0.01% of the 13F portfolio, value $396,384.

    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).

  6. period ended2024-09-30
    13F 3,650 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $360,621.

    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).