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Perigon Wealth Management, LLC: XLV position timeline

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

Perigon Wealth Management, LLC held 95,670 XLV 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 95,670 shares
    Change vs previous 13F -2,511 shares

    0.24% of the 13F portfolio, value $15,179,059.

    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 98,181 shares
    Change vs previous 13F -14,847 shares

    0.26% of the 13F portfolio, value $14,394,251.

    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 113,028 shares
    Change vs previous 13F +13,559 shares

    0.31% of the 13F portfolio, value $17,496,798.

    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 99,469 shares
    Change vs previous 13F -10,036 shares

    0.28% of the 13F portfolio, value $13,843,062.

    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 109,505 shares
    Change vs previous 13F -806 shares

    0.34% of the 13F portfolio, value $14,760,190.

    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 110,311 shares
    Change vs previous 13F -711 shares

    0.41% of the 13F portfolio, value $16,106,555.

    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 111,022 shares
    Change vs previous 13F -12,357 shares

    0.39% of the 13F portfolio, value $15,668,544.

    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 123,379 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $19,002,870.

    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).