Position in EXPE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$340,064
+$85,855 QoQ
Shares Held
1,329
+20.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#748
of 1,109 holders
Holding Since
Dec 2020
8 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in EXPE Over Time
Shares Held
Position Value (USD)
Position in Travel Services
Consumer Cyclical · as of Jun 30, 2026Perigon Wealth Management, LLC holds $4,612,666 across 5 Travel Services names. EXPE ranks #4 (7.4% of the industry book) .
All Filings in EXPE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $340,064 | 1,329 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $254,209 | 1,101 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,050,796 | 3,709 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $725,895 | 3,396 | Shares | Sole | 2025-10-17 | |
| 2024-12-31 | $248,005 | 1,331 | Shares | Sole | 2025-01-22 | |
| 2021-06-30 | $519,779 | 3,175 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $463,691 | 2,694 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $22,905 | 173 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||