Perigon Wealth Management, LLC
Position in ERTH — Invesco MSCI Sustainable Future ETF
CIK 1575239
SAN FRANCISCO, CA
All Filings in ERTH
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 ERTH | $729,308 | 15,383 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 ERTH | $878,161 | 18,613 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 ERTH | $849,837 | 17,835 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 ERTH | $778,700 | 18,331 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 ERTH | $723,239 | 18,621 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 ERTH | $850,938 | 21,042 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 ERTH | $1,003,559 | 22,242 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 ERTH | $632,267 | 16,023 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 ERTH | $707,939 | 16,752 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 ERTH | $815,315 | 17,259 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 ERTH | $782,649 | 17,675 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 ERTH | $892,899 | 18,215 | Shares | Sole | 2023-08-02 | |
| No filing history on record for this holder in this stock. | ||||||