Perigon Wealth Management, LLC

Position in GBIL — Goldman Sachs Access Treasury 0-1 Year ETF

CIK 1575239 SAN FRANCISCO, CA

All Filings in GBIL

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,448,298	74,364	+2.3%	Shares	Sole	2026-08-07
2026-03-31	$7,284,013	72,702	+17.8%	Shares	Sole	2026-04-10
2025-12-31	$6,169,695	61,734	-5.6%	Shares	Sole	2026-01-16
2025-09-30	$6,552,235	65,372	+14.9%	Shares	Sole	2025-10-17
2025-06-30	$5,695,630	56,871	+11.3%	Shares	Sole	2025-07-16
2025-03-31	$5,118,396	51,092	+11.1%	Shares	Sole	2025-04-23
2024-12-31	$4,595,920	45,996	+10.7%	Shares	Sole	2025-01-22
2024-09-30	$4,168,654	41,566	+5.9%	Shares	Sole	2024-10-16
2024-06-30	$3,926,638	39,235	+3.7%	Shares	Sole	2024-08-02
2024-03-31	$3,816,971	37,833	-4.6%	Shares	Sole	2024-04-29
2023-12-31	$3,957,383	39,677	+7.9%	Shares	Sole	2024-01-29
2023-09-30	$3,682,145	36,781	-4.7%	Shares	Sole	2023-10-30
2023-06-30	$3,862,802	38,601	+25.2%	Shares	Sole	2023-08-02
2023-03-31	$3,087,316	30,830	+11.1%	Shares	Sole	2023-05-03
2022-12-31	$2,768,049	27,761	+106.5%	Shares	Sole	2023-05-01
2022-09-30	$1,342,383	13,444	+243.7%	Shares	Sole	2022-12-13
2022-06-30	$390,574	3,912	+39.5%	Shares	Sole	2022-08-11
2022-03-31	$280,331	2,805	-1.0%	Shares	Sole	2022-05-16
2021-12-31	$283,513	2,834	-26.3%	Shares	Sole	2022-02-11
2021-09-30	$384,807	3,845	-17.0%	Shares	Sole	2021-11-01
2021-06-30	$463,909	4,634	-17.7%	Shares	Sole	2021-07-19
2021-03-31	$564,132	5,634	-13.6%	Shares	Sole	2021-05-17
2020-12-31	$652,582	6,518	-3.3%	Shares	Sole	2021-01-28
2020-09-30	$676,898	6,740	+28.7%	Shares	Sole	2020-11-03
2020-06-30	$526,467	5,239	+93.2%	Shares	Sole	2020-07-29
2020-03-31	$273,288	2,712	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.