Perigon Wealth Management, LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1575239
SAN FRANCISCO, CA
Position in IBKR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$297,850
+$78,129 QoQ
Shares Held
3,422
+4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#800
of 1,105 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Perigon Wealth Management, LLC holds $49,160,750 across 16 Capital Markets names. IBKR ranks #12 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
149,554 | $13,799,347 | |
| 2 | GS |
Goldman Sachs Group Inc
|
10,160 | $10,275,519 | |
| 3 | MS |
Morgan Stanley
|
44,661 | $9,335,935 | |
| 4 | HUT |
Hut 8 Corp.
|
45,212 | $5,219,499 | |
| 5 | RIOT |
Riot Platforms, Inc.
|
124,858 | $3,418,612 | |
| 6 | CLSK |
Cleanspark, Inc.
|
184,857 | $2,689,669 | |
| 7 | WULF |
Terawulf Inc.
|
49,489 | $1,222,378 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
9,126 | $915,155 |
All Filings in IBKR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297,850 | 3,422 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $219,721 | 3,276 | Shares | Sole | 2026-04-10 | |
| No filing history on record for this holder in this stock. | ||||||