Number of Shares
33,076
Previous 34,171 3.2%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025

SELL
N/A
-1,095 Reduced 3.2%
33,076 $0
Q2 2025

Jul 15, 2025

SELL
N/A
-1,564 Reduced 4.38%
34,171 $0
Q1 2025

Apr 23, 2025

SELL
N/A
-1,400 Reduced 3.77%
35,735 $0
Q4 2024

Jan 22, 2025

BUY
N/A
37,135 New
37,135 $0
Track This Portfolio

Track Perigon Wealth Management, LLC Portfolio

Follow Perigon Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Perigon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perigon Wealth Management, LLC with notifications on news.