Perigon Wealth Management, LLC
Holdings in AI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,479,726 | 183,956 | Shares | Sole | 2026-01-16 |
| 2025-09-30 | $3,189,797 | 183,956 | Shares | Sole | 2025-10-17 |
| 2025-06-30 | $4,524,712 | 184,156 | Shares | Sole | 2025-07-16 |
| 2025-03-31 | $3,943,422 | 187,336 | Shares | Sole | 2025-04-23 |
| 2024-12-31 | $6,449,978 | 187,336 | Shares | Sole | 2025-01-22 |
| 2024-09-30 | $5,050,404 | 208,436 | Shares | Sole | 2024-10-16 |
| 2024-06-30 | $5,460,321 | 188,547 | Shares | Sole | 2024-08-02 |
| 2024-03-31 | $5,117,042 | 189,030 | Shares | Sole | 2024-04-29 |
| 2023-12-31 | $5,415,682 | 188,634 | Shares | Sole | 2024-01-29 |
| 2023-09-30 | $4,757,795 | 186,434 | Shares | Sole | 2023-10-30 |
| 2023-06-30 | $6,764,504 | 185,685 | Shares | Sole | 2023-08-02 |
| 2023-03-31 | $6,381,052 | 190,082 | Shares | Sole | 2023-05-03 |
| 2022-12-31 | $2,272,968 | 203,125 | Shares | Sole | 2023-05-01 |
| 2022-09-30 | $2,351,562 | 188,125 | Shares | Sole | 2022-12-13 |
| 2022-06-30 | $3,442,429 | 188,523 | Shares | Sole | 2022-08-11 |
| 2022-03-31 | $4,264,671 | 187,871 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $5,865,250 | 187,688 | Shares | Sole | 2022-02-11 |
| 2021-06-30 | $513,934 | 8,219 | Shares | Sole | 2021-07-19 |
| 2021-03-31 | $336,141 | 5,100 | Shares | Sole | 2021-05-17 |