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Livermore
Livermore
ZHEN

Perigon Wealth Management, LLC

SEC CIK
0001575239
Latest filing
Aug 7, 2026

C holding history

Citigroup 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.

C overviewAll 13F holders of CFull Q2 2026 holdings

Shares (Q2 2026)
88,631
Value
$12.4M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of C by Perigon Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202688,631$12.4M0.2%+1,726+2.0%AddedHolders
Q1 202686,905$9.86M0.2%+6,899+8.6%AddedHolders
Q4 202580,006$9.34M0.2%+4,440+5.9%AddedHolders
Q3 202575,566$7.67M0.2%+16,171+27.2%AddedHolders
Q2 202559,395$5.06M0.1%−9,115−13.3%ReducedHolders
Q1 202568,510$4.86M0.1%−10,027−12.8%ReducedHolders
Q4 202478,537$6.17M0.2%+19,164+32.3%AddedHolders
Q3 202459,373$3.72M0.1%−242−0.4%ReducedHolders
Q2 202459,615$3.78M0.1%+10,523+21.4%AddedHolders
Q1 202449,092$3.10M0.1%+12,474+34.1%AddedHolders
Q4 202336,618$1.88M0.1%+12,632+52.7%AddedHolders
Q3 202323,986$986.6K<0.1%+3,836+19.0%AddedHolders
Q2 202320,150$927.7K<0.1%−5,878−22.6%ReducedHolders
Q1 202326,028$1.22M0.1%+1,376+5.6%AddedHolders
Q4 202224,652$1.12M0.1%+4,175+20.4%AddedHolders
Q3 202220,477$853.0K0.1%+2,717+15.3%AddedHolders
Q2 202217,760$817.0K0.1%+4,096+30.0%AddedHolders
Q1 202213,664$730.0K0.1%+393+3.0%AddedHolders
Q4 202113,271$801.0K0.1%−2,988−18.4%ReducedHolders
Q3 202116,259$1.14M0.1%+1,259+8.4%AddedHolders
Q2 202115,000$1.06M0.1%+1,278+9.3%AddedHolders
Q1 202113,722$998.0K0.1%––Holders

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