Perigon Wealth Management, LLC
Holdings in DBA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $631,543 | 24,747 | Shares | Sole | 2026-01-16 |
| 2025-09-30 | $665,494 | 24,869 | Shares | Sole | 2025-10-17 |
| 2025-06-30 | $4,478,318 | 171,255 | Shares | Sole | 2025-07-16 |
| 2025-03-31 | $886,393 | 33,652 | Shares | Sole | 2025-04-23 |
| 2024-12-31 | $974,257 | 36,640 | Shares | Sole | 2025-01-22 |
| 2024-09-30 | $2,808,536 | 107,648 | Shares | Sole | 2024-10-16 |
| 2024-06-30 | $1,018,925 | 42,812 | Shares | Sole | 2024-08-02 |
| 2024-03-31 | $1,143,664 | 46,190 | Shares | Sole | 2024-04-29 |
| 2023-12-31 | $1,076,986 | 51,928 | Shares | Sole | 2024-01-29 |
| 2023-09-30 | $796,152 | 37,186 | Shares | Sole | 2023-10-30 |
| 2023-06-30 | $791,578 | 37,569 | Shares | Sole | 2023-08-02 |
| 2022-09-30 | $560,560 | 28,000 | Shares | Sole | 2022-12-13 |