Perigon Wealth Management, LLC
Position in SEIV — SEI Enhanced U.S. Large Cap Value Factor ETF
CIK 1575239
SAN FRANCISCO, CA
All Filings in SEIV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SEIV | $1,573,087 | 37,851 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 SEIV | $1,528,362 | 36,828 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 SEIV | $1,308,479 | 33,637 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 SEIV | $1,001,282 | 28,055 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 SEIV | $913,456 | 28,141 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 SEIV | $977,275 | 29,508 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 SEIV | $1,028,534 | 31,215 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 SEIV | $996,333 | 31,984 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 SEIV | $1,047,931 | 33,837 | Shares | Sole | 2024-04-29 | |
| No filing history on record for this holder in this stock. | ||||||