Perigon Wealth Management, LLC
- SEC CIK
- 0001575239
- Latest filing
- Aug 7, 2026
CPER holding history
United States Commodity Index Funds Trust 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.
CPER overviewAll 13F holders of CPERFull Q2 2026 holdings
- Shares (Q2 2026)
- 24,108
- Value
- $909.6K
- % of portfolio
- <0.1%
- Quarters held
- 5
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 24,108 | $909.6K | <0.1% | −2,878−10.7% | Reduced | Holders |
| Q1 2026 | 26,986 | $929.1K | <0.1% | −375−1.4% | Reduced | Holders |
| Q4 2025 | 27,361 | $956.5K | <0.1% | +27,361 | New | Holders |
| Q3 2024 | 0 | $0 | 0.0% | −49,082−100.0% | Sold out | Holders |
| Q2 2024 | 49,082 | $1.34M | <0.1% | +14,642+42.5% | Added | Holders |
| Q1 2024 | 34,440 | $865.1K | <0.1% | +34,440 | New | Holders |