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Perigon Wealth Management, LLC: XLU position timeline

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

Perigon Wealth Management, LLC held 52,209 XLU 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 52,209 shares
    Change vs previous 13F -143,765 shares

    0.04% of the 13F portfolio, value $2,367,170.

    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 195,974 shares
    Change vs previous 13F +143,494 shares

    0.16% of the 13F portfolio, value $8,993,224.

    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 52,480 shares
    Change vs previous 13F -56,317 shares

    0.04% of the 13F portfolio, value $2,240,374.

    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 108,797 shares
    Change vs previous 13F +54,374 shares

    0.19% of the 13F portfolio, value $9,488,166.

    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 54,423 shares
    Change vs previous 13F -19,554 shares

    0.1% of the 13F portfolio, value $4,444,188.

    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 73,977 shares
    Change vs previous 13F +49,337 shares

    0.15% of the 13F portfolio, value $5,833,057.

    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 24,640 shares
    Change vs previous 13F -20,414 shares

    0.05% of the 13F portfolio, value $1,939,883.

    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 45,054 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,639,502.

    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).