Perigon Wealth Management, LLC
CIK
0001575239
City
SAN FRANCISCO
State / Country
CA
Holdings in BST
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $254,874 | 6,287 | Shares | Sole | 2026-01-16 |
| 2025-09-30 | $283,067 | 6,844 | Shares | Sole | 2025-10-17 |
| 2025-06-30 | $260,548 | 6,826 | Shares | Sole | 2025-07-16 |
| 2025-03-31 | $254,220 | 7,706 | Shares | Sole | 2025-04-23 |
| 2024-12-31 | $291,968 | 7,986 | Shares | Sole | 2025-01-22 |
| 2024-09-30 | $306,520 | 8,649 | Shares | Sole | 2024-10-16 |
| 2024-06-30 | $332,500 | 8,829 | Shares | Sole | 2024-08-02 |
| 2024-03-31 | $340,033 | 9,210 | Shares | Sole | 2024-04-29 |
| 2023-12-31 | $309,436 | 9,193 | Shares | Sole | 2024-01-29 |
| 2023-09-30 | $288,123 | 9,173 | Shares | Sole | 2023-10-30 |
| 2023-06-30 | $329,039 | 9,554 | Shares | Sole | 2023-08-02 |
| 2023-03-31 | $325,631 | 10,069 | Shares | Sole | 2023-05-03 |
| 2022-12-31 | $285,118 | 10,050 | Shares | Sole | 2023-05-01 |
| 2021-12-31 | $217,869 | 4,360 | Shares | Sole | 2022-02-11 |
| 2021-06-30 | $256,117 | 4,298 | Shares | Sole | 2021-07-19 |
| 2021-03-31 | $211,802 | 3,962 | Shares | Sole | 2021-05-17 |