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Livermore
Livermore
ZHEN

Perigon Wealth Management, LLC

SEC CIK
0001575239
Latest filing
Aug 7, 2026

DIA holding history

SPDR Dow Jones Industrial Average ETF 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.

DIA overviewAll 13F holders of DIAFull Q2 2026 holdings

Shares (Q2 2026)
2,859
Value
$1.49M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DIA by Perigon Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,859$1.49M<0.1%−46−1.6%ReducedHolders
Q1 20262,905$1.35M<0.1%+16+0.6%AddedHolders
Q4 20252,889$1.39M<0.1%+10.0%AddedHolders
Q3 20252,888$1.34M<0.1%−183−6.0%ReducedHolders
Q2 20253,071$1.35M<0.1%+81+2.7%AddedHolders
Q1 20252,990$1.26M<0.1%00.0%UnchangedHolders
Q4 20242,990$1.29M<0.1%+35+1.2%AddedHolders
Q3 20242,955$1.25M<0.1%−100−3.3%ReducedHolders
Q2 20243,055$1.19M<0.1%00.0%UnchangedHolders
Q1 20243,055$1.22M<0.1%+11+0.4%AddedHolders
Q4 20233,044$1.15M<0.1%−38−1.2%ReducedHolders
Q3 20233,082$1.03M<0.1%−85−2.7%ReducedHolders
Q2 20233,167$1.09M<0.1%+75+2.4%AddedHolders
Q1 20233,092$1.03M0.1%+1,123+57.0%AddedHolders
Q4 20221,969$652.4K<0.1%−668−25.3%ReducedHolders
Q3 20222,637$758.0K0.1%−15−0.6%ReducedHolders
Q2 20222,652$816.0K0.1%+956+56.4%AddedHolders
Q1 20221,696$588.0K<0.1%+152+9.8%AddedHolders
Q4 20211,544$561.0K<0.1%+200+14.9%AddedHolders
Q3 20211,344$455.0K<0.1%00.0%UnchangedHolders
Q2 20211,344$464.0K<0.1%00.0%UnchangedHolders
Q1 20211,344$444.0K<0.1%––Holders

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