Perigon Wealth Management, LLC
Holdings in SERA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $214,420 | 72,685 | Shares | Sole | 2026-01-16 |
| 2025-09-30 | $222,416 | 72,685 | Shares | Sole | 2025-10-17 |
| 2025-06-30 | $201,337 | 72,685 | Shares | Sole | 2025-07-16 |
| 2025-03-31 | $267,480 | 72,685 | Shares | Sole | 2025-04-23 |
| 2024-12-31 | $591,655 | 72,685 | Shares | Sole | 2025-01-22 |
| 2024-09-30 | $625,443 | 80,185 | Shares | Sole | 2024-10-16 |
| 2024-06-30 | $504,295 | 85,185 | Shares | Sole | 2024-08-02 |
| 2024-03-31 | $775,183 | 85,185 | Shares | Sole | 2024-04-29 |
| 2023-12-31 | $509,406 | 85,185 | Shares | Sole | 2024-01-29 |