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Perigon Wealth Management, LLC

SEC CIK
0001575239
Latest filing
Aug 7, 2026

AMT holding history

American Tower Corp in every 13F filed by Perigon Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AMT overviewAll 13F holders of AMTFull Q2 2026 holdings

Shares (Q2 2026)
6,497
Value
$1.06M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of AMT by Perigon Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,497$1.06M<0.1%+114+1.8%AddedHolders
Q1 20266,383$1.10M<0.1%−666−9.4%ReducedHolders
Q4 20257,049$1.24M<0.1%+1,771+33.6%AddedHolders
Q3 20255,278$1.02M<0.1%−195−3.6%ReducedHolders
Q2 20255,473$1.21M<0.1%+419+8.3%AddedHolders
Q1 20255,054$1.10M<0.1%+36+0.7%AddedHolders
Q4 20245,018$953.8K<0.1%−978−16.3%ReducedHolders
Q3 20245,996$1.39M<0.1%+380+6.8%AddedHolders
Q2 20245,616$1.09M<0.1%−749−11.8%ReducedHolders
Q1 20246,365$1.26M<0.1%−1,486−18.9%ReducedHolders
Q4 20237,851$1.69M0.1%−1,435−15.5%ReducedHolders
Q3 20239,286$1.53M0.1%−5−0.1%ReducedHolders
Q2 20239,291$1.80M0.1%−273−2.9%ReducedHolders
Q1 20239,564$1.95M0.1%−829−8.0%ReducedHolders
Q4 202210,393$2.20M0.1%+7,802+301.1%AddedHolders
Q3 20222,591$556.0K<0.1%+160+6.6%AddedHolders
Q2 20222,431$621.0K0.1%+357+17.2%AddedHolders
Q1 20222,074$521.0K<0.1%−93−4.3%ReducedHolders
Q4 20212,167$634.0K<0.1%+513+31.0%AddedHolders
Q3 20211,654$439.0K<0.1%+166+11.2%AddedHolders
Q2 20211,488$402.0K<0.1%+97+7.0%AddedHolders
Q1 20211,391$333.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.