Perigon Wealth Management, LLC - 13F-HR/A Filing - 2023-06-30

Jun 30, 2023 · All hedge funds or institutions that manage over $100M are required by the SEC to file quarterly reports on their holdings. These reports are called 13F reports. However, the fili

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Perigon Wealth Management, LLC - 13F-HR/A Filing - 2023-06-30

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Jun 30, 2023 · All hedge funds or institutions that manage over $100M are required by the SEC to file quarterly reports on their holdings. These reports are called 13F reports. However, the fili

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Perigon Wealth Management, LLC 13F Filings

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Perigon Wealth Management, LLC reported 992 holdings with total value $3.79 B as of Q3 2024. Top holdings included AAPL, NVDA, IVV, QQQ, and AMZN. Perigon Wealth Management, …

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PERIGON WEALTH MANAGEMENT, LLC Top 13F Holdings

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Perigon Wealth Management is a large advisory firm with 3744 clients and discretionary assets under management (AUM) of $5,112,119,472 (Form ADV from 2024-11-18). Their last …

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Perigon Wealth Management, LLC Q2 2023 13F Top Portfolio …

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May 3, 2023 · Perigon Wealth Management, LLC reported 778 holdings with total value $2.55 B as of Q2 2023. Top holdings included AAPL, NVDA, UNP, MSFT, and VOO ... Form type 13F …

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Perigon Wealth Management, LLC - 13F-HR Filing - 2023-12-31

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Dec 31, 2023 · All hedge funds or institutions that manage over $100M are required by the SEC to file quarterly reports on their holdings. These reports are called 13F reports. However, the fili

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Perigon Wealth Management LLC Trims Stock Holdings In Meta

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22 hours ago · Perigon Wealth Management LLC cut its holdings in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 4.7% during the fourth quarter, according to the company …

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