Perigon Wealth Management, LLC
Position in VGSR — Vert Global Sustainable Real Estate ETF
CIK 1575239
SAN FRANCISCO, CA
All Filings in VGSR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 VGSR | $2,240,370 | 216,880 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 VGSR | $2,211,612 | 212,655 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 VGSR | $2,050,093 | 192,497 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 VGSR | $2,016,144 | 192,748 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 VGSR | $2,042,327 | 201,413 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 VGSR | $1,893,563 | 187,111 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 VGSR | $2,128,787 | 191,610 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 VGSR | $2,211,200 | 228,666 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 VGSR | $2,315,460 | 236,151 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 VGSR | $2,457,829 | 246,770 | Shares | Sole | 2024-01-29 | |
| No filing history on record for this holder in this stock. | ||||||