Number of Shares
12,395
Previous 9,103 36.16%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026

BUY
N/A
3,292 Added 36.16%
12,395 $0
Q3 2025

Oct 17, 2025

BUY
N/A
1,036 Added 12.84%
9,103 $0
Q2 2025

Jul 15, 2025

SELL
N/A
-109 Reduced 1.33%
8,067 $0
Q1 2025

Apr 23, 2025

BUY
N/A
4,387 Added 115.78%
8,176 $0
Q4 2024

Jan 22, 2025

BUY
N/A
83 Added 2.24%
3,789 $0
Q3 2024

Oct 16, 2024

BUY
N/A
3,706 New
3,706 $0
Q4 2023

Jan 29, 2024

BUY
N/A
901 New
901 $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.