Skip to main content

Perigon Wealth Management, LLC

SEC CIK
0001575239
Latest filing
Aug 7, 2026

BOX holding history

Box Inc 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.

BOX overviewAll 13F holders of BOXFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q1 2021
Holdings of BOX by Perigon Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−6,414−100.0%Sold outHolders
Q4 20246,414$202.0K<0.1%+9+0.1%AddedHolders
Q3 20246,405$209.6K<0.1%+6,405NewHolders
Q2 20230$00.0%−9,330−100.0%Sold outHolders
Q1 20239,330$250.0K<0.1%−10,881−53.8%ReducedHolders
Q4 202220,211$629.2K<0.1%−1,046−4.9%ReducedHolders
Q3 202221,257$518.0K<0.1%−223−1.0%ReducedHolders
Q2 202221,480$540.0K<0.1%−14−0.1%ReducedHolders
Q1 202221,494$625.0K<0.1%−5,259−19.7%ReducedHolders
Q4 202126,753$701.0K0.1%−3,305−11.0%ReducedHolders
Q3 202130,058$711.0K0.1%+3,005+11.1%AddedHolders
Q2 202127,053$691.0K0.1%−5,237−16.2%ReducedHolders
Q1 202132,290$741.0K0.1%––Holders

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