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Perigon Wealth Management, LLC: ZETA position timeline

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

Perigon Wealth Management, LLC held 33,097 ZETA 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 33,097 shares
    Change vs previous 13F +6,535 shares

    0.01% of the 13F portfolio, value $651,349.

    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 26,562 shares
    Change vs previous 13F +14,162 shares

    0.01% of the 13F portfolio, value $422,867.

    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 12,400 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $252,340.

    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).