Perigon Wealth Management, LLC
Position in SERA — Sera Prognostics, Inc.
CIK 1575239
SAN FRANCISCO, CA
Position in SERA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$132,286
-$15,264 QoQ
Shares Held
72,685
0.0% QoQ
Ownership
0.184%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#13
of 46 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SERA Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Perigon Wealth Management, LLC holds $11,220,341 across 12 Medical Devices names. SERA ranks #11 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
43,168 | $3,917,064 | |
| 2 | SYK |
Stryker Corp
|
4,791 | $1,508,398 | |
| 3 | TMDX |
TransMedics Group, Inc.
|
21,964 | $1,458,848 | |
| 4 | MDT |
Medtronic plc
|
16,891 | $1,321,382 | |
| 5 | BSX |
Boston Scientific Corp
|
20,692 | $883,134 | |
| 6 | GEHC |
GE HealthCare Technologies Inc.
|
9,427 | $603,422 | |
| 7 | EW |
Edwards Lifesciences Corp
|
6,349 | $574,330 | |
| 8 | TXG |
10x Genomics, Inc.
|
7,371 | $282,604 |
All Filings in SERA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $132,286 | 72,685 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $147,550 | 72,685 | Shares | Sole | 2026-04-10 | |
| 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 | |
| No filing history on record for this holder in this stock. | ||||||