Position in RS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$308,593
+$22,605 QoQ
Shares Held
826
-12.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#480
of 681 holders
Holding Since
Dec 2020
14 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in RS Over Time
Shares Held
Position Value (USD)
Position in Steel
Basic Materials · as of Jun 30, 2026Perigon Wealth Management, LLC holds $1,107,794 across 3 Steel names. RS ranks #2 (27.9% of the industry book) .
All Filings in RS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $308,593 | 826 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $285,988 | 941 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $280,492 | 971 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $239,267 | 852 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $266,501 | 849 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $245,437 | 850 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $296,455 | 1,101 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $293,837 | 1,016 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $278,460 | 975 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $336,519 | 1,007 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $282,756 | 1,011 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $200,605 | 765 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $241,715 | 890 | Shares | Sole | 2023-08-02 | |
| 2020-12-31 | $21,914 | 183 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||