Perigon Wealth Management, LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 1575239 SAN FRANCISCO, CA

Position in LPLA

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$303,369

-$22,730 QoQ

Shares Held

1,077

-0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#519

of 761 holders

Holding Since

Dec 2020

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Perigon Wealth Management, LLC holds $49,160,750 across 16 Capital Markets names. LPLA ranks #11 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$303,369	1,077	-0.6%	Shares	Sole	2026-08-07
2026-03-31	$326,099	1,084	-2.7%	Shares	Sole	2026-04-10
2025-12-31	$397,887	1,114	+14.1%	Shares	Sole	2026-01-16
2025-09-30	$324,705	976	-0.3%	Shares	Sole	2025-10-17
2025-06-30	$367,095	979	+23.0%	Shares	Sole	2025-07-16
2025-03-31	$260,403	796	-0.6%	Shares	Sole	2025-04-23
2024-12-31	$261,534	801	-5.2%	Shares	Sole	2025-01-22
2024-06-30	$236,008	845	-2.9%	Shares	Sole	2024-08-02
2024-03-31	$229,854	870	-4.3%	Shares	Sole	2024-04-29
2023-09-30	$216,023	909	+49.0%	Shares	Sole	2023-10-30
2020-12-31	$63,574	610	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.