Perigon Wealth Management, LLC

Position in IBB — iShares Biotechnology ETF

CIK 1575239 SAN FRANCISCO, CA

Position in IBB

as of Mar 31, 2026 · filed Apr 10, 2026 Compact

Position Value

$328,244

-$133,173 QoQ

Shares Held

1,944

-28.9% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 38% Shared 0% None 62%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$328,244	1,944	-28.9%	Shares	Sole	2026-04-10
2025-12-31	$461,417	2,734	+13.9%	Shares	Sole	2026-01-16
2025-09-30	$346,632	2,401	-9.1%	Shares	Sole	2025-10-17
2025-06-30	$333,986	2,640	0.0%	Shares	Sole	2025-07-16
2025-03-31	$337,656	2,640	-1.6%	Shares	Sole	2025-04-23
2024-12-31	$354,851	2,684	-25.8%	Shares	Sole	2025-01-22
2024-09-30	$526,344	3,615	+0.6%	Shares	Sole	2024-10-16
2024-06-30	$493,312	3,594	-61.2%	Shares	Sole	2024-08-02
2024-03-31	$1,271,068	9,263	+37.1%	Shares	Sole	2024-04-29
2023-12-31	$917,802	6,756	+11.7%	Shares	Sole	2024-01-29
2023-09-30	$739,854	6,050	-1.5%	Shares	Sole	2023-10-30
2023-06-30	$780,042	6,144	+0.7%	Shares	Sole	2023-08-02
2023-03-31	$788,005	6,101	-6.1%	Shares	Sole	2023-05-03
2022-12-31	$852,991	6,497	+100.5%	Shares	Sole	2023-05-01
2022-09-30	$379,067	3,241	0.0%	Shares	Sole	2022-12-13
2022-06-30	$381,238	3,241	-2.8%	Shares	Sole	2022-08-11
2022-03-31	$434,420	3,334	-12.8%	Shares	Sole	2022-05-16
2021-12-31	$583,313	3,822	+2.4%	Shares	Sole	2022-02-11
2021-09-30	$603,551	3,733	0.0%	Shares	Sole	2021-11-01
2021-06-30	$610,905	3,733	-0.3%	Shares	Sole	2021-07-19
2021-03-31	$563,847	3,745	-3.6%	Shares	Sole	2021-05-17
2020-12-31	$588,690	3,886	+0.6%	Shares	Sole	2021-01-28
2020-09-30	$523,224	3,864	-1.1%	Shares	Sole	2020-11-03
2020-06-30	$533,911	3,906	+7.2%	Shares	Sole	2020-07-29
2020-03-31	$392,712	3,645	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.