ETHW β€” BITWISE ETHEREUM ETF

Ownership history in Perigon Wealth Management, LLC  Β·  6 quarters on record

AI Ownership Summary

Perigon Wealth Management, LLC reported BITWISE ETHEREUM ETF (ETHW) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2025 Q3. The latest visible filing shows ETHW at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ETHW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Perigon Wealth Management, LLC's position in BITWISE ETHEREUM ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ETHW was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Perigon Wealth Management, LLC held ETHW β€” position size vs. price
% of Fund (quarterly)    ETHW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 23,656 β€” 0% 0.01% $355K 2026-04-10 $16.14
2025 Q4 UNCHANGED 23,656 β€” 0% 0.01% $503K 2026-01-16 $23.57
2025 Q3 ADDED 23,656 +7,540 +46.8% 0.01% $705K 2025-10-17 $27.42
2025 Q2 UNCHANGED 16,116 β€” 0% 0.01% $291K 2025-07-16 $24.29
2025 Q1 ADDED 16,116 +6,166 +62.0% 0.01% $211K 2025-04-23 $12.84
2024 Q4 INITIATED 9,950 β€” β€” 0.01% $239K 2025-01-22 $23.34

FAQ About Perigon Wealth Management, LLC and ETHW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Perigon Wealth Management, LLC reported owning ETHW?

Perigon Wealth Management, LLC reported ETHW across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported ETHW position in Perigon Wealth Management, LLC's portfolio?

The largest reported portfolio weight for ETHW was 0.01% in 2025 Q3.

What is the latest reported ETHW position on this page?

The most recent filing on this page is 2026 Q1, when Perigon Wealth Management, LLC reported 23,656 shares, equal to 0.01% of portfolio, with an estimated market value of $355K.

What does the chart on this ETHW ownership page compare?

The chart compares Perigon Wealth Management, LLC's quarterly ETHW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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