Perigon Wealth Management, LLC

All 13F Portfolio Filings

Most recent 13F
Q2 2023
Location
San Francisco, CA
CIK
0001575239
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q2 2023 778 2,545,136 13F-HR 8/2/2023 000195175723000475 Perigon Wealth Management, LLC
Q2 2023 778 2,545,136 RESTATEMENT 8/2/2023 000195175723000482 Perigon Wealth Management, LLC
Q1 2023 700 1,759,173 13F-HR 5/3/2023 000157523923000006 Perigon Wealth Management, LLC
Q4 2022 686 1,613,653 NEW HOLDINGS 5/1/2023 000157523923000005 Perigon Wealth Management, LLC
Q4 2022 461 1,613,358 13F-HR 2/14/2023 000157523923000003 Perigon Wealth Management, LLC
Q3 2022 573 1,157,033 13F-HR 12/13/2022 000157523922000009 Perigon Wealth Management, LLC
Q2 2022 568 1,196,701 13F-HR 8/11/2022 000157523922000005 Perigon Wealth Management, LLC
Q1 2022 599 1,415,377 13F-HR 5/16/2022 000157523922000003 Perigon Wealth Management, LLC
Q4 2021 576 1,398,312 13F-HR 2/10/2022 000157523922000001 Perigon Wealth Management, LLC
Q3 2021 534 1,152,339 RESTATEMENT 11/1/2021 000157523921000005 Perigon Wealth Management, LLC
Q3 2021 60 135,175 13F-HR 10/25/2021 000157523921000004 Perigon Wealth Management, LLC
Q2 2021 513 1,124,498 13F-HR 7/19/2021 000157523921000003 Perigon Wealth Management, LLC
Q1 2021 491 980,480 13F-HR 5/17/2021 000157523921000002 Perigon Wealth Management, LLC
Q4 2020 1,063 860,762 13F-HR 1/28/2021 000157523921000001 Perigon Wealth Management, LLC
Q3 2020 387 715,434 13F-HR 11/3/2020 000157523920000004 Perigon Wealth Management, LLC
Q2 2020 359 630,799 13F-HR 7/29/2020 000157523920000003 Perigon Wealth Management, LLC
Q1 2020 318 537,284 13F-HR 4/17/2020 000157523920000002 Perigon Wealth Management, LLC
Q4 2019 272 489,959 13F-HR 1/13/2020 000157523920000001 Perigon Wealth Management, LLC
Q3 2019 240 425,803 13F-HR 10/25/2019 000157523919000004 Perigon Wealth Management, LLC
Q2 2019 244 427,117 13F-HR 8/5/2019 000157523919000003 Perigon Wealth Management, LLC
Q1 2019 222 430,035 13F-HR 5/15/2019 000157523919000001 Perigon Wealth Management, LLC
Q4 2018 221 391,702 13F-HR 2/11/2019 000160658719000203 Perigon Wealth Management, LLC
Q3 2018 236 405,935 13F-HR 11/13/2018 000160658718000875 Perigon Wealth Management, LLC
Q2 2018 231 332,604 RESTATEMENT 8/9/2018 000160658718000633 Perigon Wealth Management, LLC
Q2 2018 158 248,090 RESTATEMENT 8/8/2018 000160658718000625 Perigon Wealth Management, LLC
Q2 2018 158 248,090 13F-HR 8/7/2018 000160658718000614 Perigon Wealth Management, LLC
Q1 2018 685 271,452 13F-HR 5/15/2018 000157523918000004 Perigon Wealth Management, LLC
Q4 2017 626 267,990 13F-HR 2/14/2018 000157523918000003 Perigon Wealth Management, LLC
Q3 2017 666 308,189 13F-HR 12/5/2017 000157523917000005 Perigon Wealth Management, LLC
Q2 2017 580 459,680 13F-HR 9/12/2017 000157523917000004 Perigon Wealth Management, LLC
Q1 2017 620 471,232 13F-HR 6/6/2017 000157523917000003 Perigon Wealth Management, LLC
Q4 2016 699 457,983 13F-HR 3/7/2017 000157523917000002 Perigon Wealth Management, LLC
Q3 2016 620 389,366 13F-HR 11/16/2016 000157523916000011 Perigon Wealth Management, LLC
Q2 2016 442 376,244 13F-HR 8/19/2016 000157523916000010 Perigon Wealth Management, LLC
Q1 2016 263 320,191 13F-HR 6/3/2016 000157523916000008 Perigon Wealth Management, LLC
Q4 2015 217 362,254 13F-HR 3/4/2016 000157523916000007 Perigon Wealth Management, LLC
Q3 2015 207 337,010 13F-HR 12/2/2015 000157523915000006 Perigon Wealth Management, LLC
Q2 2015 211 379,934 13F-HR 8/31/2015 000157523915000005 Perigon Wealth Management, LLC
Q1 2015 214 364,663 13F-HR 5/11/2015 000157523915000004 Perigon Wealth Management, LLC
Q4 2014 205 332,858 13F-HR 2/18/2015 000157523915000001 Perigon Wealth Management, LLC
Q3 2014 201 335,865 13F-HR 11/17/2014 000157523914000006 Perigon Wealth Management, LLC
Q2 2014 194 350,815 13F-HR 8/12/2014 000157523914000005 Perigon Wealth Management, LLC
Q1 2014 134 181,608 13F-HR 5/12/2014 000157523914000004 Perigon Wealth Management, LLC
Q4 2013 131 180,319 13F-HR 2/18/2014 000157523914000003 Perigon Wealth Management, LLC
Q3 2011 573 1,157,033 13F-HR 11/14/2022 000157523922000007 Perigon Wealth Management, LLC