Perigon Wealth Management, LLC
CIK
0001575239
City
SAN FRANCISCO
State / Country
CA
Holdings in PDO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $224,595 | 16,228 | Shares | Sole | 2026-01-16 |
| 2025-09-30 | $226,696 | 16,055 | Shares | Sole | 2025-10-17 |
| 2025-06-30 | $216,637 | 16,071 | Shares | Sole | 2025-07-16 |
| 2025-03-31 | $242,067 | 17,440 | Shares | Sole | 2025-04-23 |
| 2024-12-31 | $235,501 | 17,329 | Shares | Sole | 2025-01-22 |
| 2024-09-30 | $163,213 | 11,559 | Shares | Sole | 2024-10-16 |
| 2024-06-30 | $144,581 | 10,879 | Shares | Sole | 2024-08-02 |
| 2024-03-31 | $139,536 | 10,595 | Shares | Sole | 2024-04-29 |
| 2023-12-31 | $371,863 | 30,381 | Shares | Sole | 2024-01-29 |
| 2023-09-30 | $378,758 | 31,882 | Shares | Sole | 2023-10-30 |
| 2023-06-30 | $371,935 | 28,479 | Shares | Sole | 2023-08-02 |
| 2023-03-31 | $335,630 | 27,067 | Shares | Sole | 2023-05-03 |
| 2022-12-31 | $359,309 | 28,137 | Shares | Sole | 2023-05-01 |