Position in B
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,281,877
-$389,982 QoQ
Shares Held
34,900
-14.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#443
of 1,002 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 37%
Shared 0%
None 63%
Common Shares in B Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Perigon Wealth Management, LLC holds $6,951,648 across 5 Gold names. B ranks #2 (18.4% of the industry book) .
All Filings in B
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,281,877 | 34,900 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,671,859 | 40,987 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,602,552 | 36,798 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,440,536 | 43,959 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,457,265 | 166,055 | Shares | Sole | 2025-07-16 | |
| No filing history on record for this holder in this stock. | ||||||