Number of Shares
34,641
Previous 43,295 19.99%
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
Q4 2025

Jan 16, 2026

SELL
N/A
-8,654 Reduced 19.99%
34,641 $0
Q3 2025

Oct 17, 2025

BUY
N/A
8,094 Added 22.99%
43,295 $0
Q2 2025

Jul 15, 2025

BUY
N/A
3,840 Added 12.24%
35,201 $0
Q1 2025

Apr 23, 2025

BUY
N/A
31,361 New
31,361 $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.