Perigon Wealth Management, LLC
Position in XITK — State Street(R) SPDR(R) FactSet Innovative Technology ETF
CIK 1575239
SAN FRANCISCO, CA
All Filings in XITK
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XITK | $234,109 | 1,597 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 XITK | $284,938 | 1,597 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 XITK | $399,120 | 2,096 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 XITK | $396,902 | 2,096 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 XITK | $346,142 | 2,163 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 XITK | $387,877 | 2,229 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 XITK | $344,547 | 2,229 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 XITK | $357,518 | 2,439 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 XITK | $382,575 | 2,562 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 XITK | $374,256 | 2,562 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 XITK | $318,197 | 2,572 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 XITK | $339,612 | 2,572 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 XITK | $294,323 | 2,461 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 XITK | $247,157 | 2,466 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 XITK | $235,842 | 2,366 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 XITK | $254,382 | 2,366 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 XITK | $362,601 | 2,366 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 XITK | $455,511 | 2,386 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 XITK | $514,703 | 2,386 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 XITK | $545,127 | 2,411 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 XITK | $421,424 | 2,016 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||