Position in FTI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$971,295
-$22,932 QoQ
Shares Held
14,650
+1.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#428
of 813 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in FTI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Perigon Wealth Management, LLC holds $4,264,777 across 5 Oil & Gas Equipment & Services names. FTI ranks #2 (22.8% of the industry book) .
All Filings in FTI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $971,295 | 14,650 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $994,227 | 14,382 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $610,472 | 13,700 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $542,910 | 13,762 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||