Perigon Wealth Management, LLC
- SEC CIK
- 0001575239
- Latest filing
- Aug 7, 2026
DOCS holding history
Doximity, 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.
DOCS overviewAll 13F holders of DOCSFull Q2 2026 holdings
- Shares (Q1 2026)
- 0
- Sold out in Q1 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 12
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 0 | $0 | 0.0% | −6,920−100.0% | Sold out | Holders |
| Q4 2025 | 6,920 | $306.4K | <0.1% | −645−8.5% | Reduced | Holders |
| Q3 2025 | 7,565 | $553.4K | <0.1% | +630+9.1% | Added | Holders |
| Q2 2025 | 6,935 | $425.4K | <0.1% | −92−1.3% | Reduced | Holders |
| Q1 2025 | 7,027 | $407.8K | <0.1% | −2,039−22.5% | Reduced | Holders |
| Q4 2024 | 9,066 | $482.4K | <0.1% | +161+1.8% | Added | Holders |
| Q3 2024 | 8,905 | $388.0K | <0.1% | −6,116−40.7% | Reduced | Holders |
| Q2 2024 | 15,021 | $420.1K | <0.1% | −577−3.7% | Reduced | Holders |
| Q1 2024 | 15,598 | $419.7K | <0.1% | +676+4.5% | Added | Holders |
| Q4 2023 | 14,922 | $418.4K | <0.1% | +1,596+12.0% | Added | Holders |
| Q3 2023 | 13,326 | $282.8K | <0.1% | −25−0.2% | Reduced | Holders |
| Q2 2023 | 13,351 | $454.2K | <0.1% | +24+0.2% | Added | Holders |
| Q1 2023 | 13,327 | $431.5K | <0.1% | +13,327 | New | Holders |