Perigon Wealth Management, LLC
Holdings in FDMT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,095,997 | 146,133 | Shares | Sole | 2026-01-16 |
| 2025-09-30 | $1,269,895 | 146,133 | Shares | Sole | 2025-10-17 |
| 2025-06-30 | $542,153 | 146,133 | Shares | Sole | 2025-07-16 |
| 2025-03-31 | $472,009 | 146,133 | Shares | Sole | 2025-04-23 |
| 2024-12-31 | $813,960 | 146,133 | Shares | Sole | 2025-01-22 |
| 2024-09-30 | $1,580,097 | 146,170 | Shares | Sole | 2024-10-16 |
| 2024-06-30 | $3,068,108 | 146,170 | Shares | Sole | 2024-08-02 |
| 2024-03-31 | $4,656,339 | 146,150 | Shares | Sole | 2024-04-29 |
| 2023-12-31 | $4,986,999 | 246,150 | Shares | Sole | 2024-01-29 |
| 2023-09-30 | $3,133,489 | 246,150 | Shares | Sole | 2023-10-30 |
| 2023-06-30 | $4,446,575 | 246,075 | Shares | Sole | 2023-08-02 |
| 2023-03-31 | $4,230,029 | 246,075 | Shares | Sole | 2023-05-03 |
| 2022-12-31 | $5,465,325 | 246,075 | Shares | Sole | 2023-05-01 |
| 2022-09-30 | $2,013,819 | 250,475 | Shares | Sole | 2022-12-13 |
| 2022-06-30 | $2,434,247 | 348,746 | Shares | Sole | 2022-08-11 |
| 2022-03-31 | $8,429,022 | 557,475 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $16,827,255 | 766,967 | Shares | Sole | 2022-02-11 |