Perigon Wealth Management, LLC
- SEC CIK
- 0001575239
- Latest filing
- Aug 7, 2026
FGDL holding history
Franklin Templeton Holdings 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.
FGDL overviewAll 13F holders of FGDLFull Q2 2026 holdings
- Shares (Q2 2026)
- 8,074
- Value
- $430.9K
- % of portfolio
- <0.1%
- Quarters held
- 4
- Since Q3 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 8,074 | $430.9K | <0.1% | −269−3.2% | Reduced | Holders |
| Q1 2026 | 8,343 | $518.7K | <0.1% | −8,772−51.3% | Reduced | Holders |
| Q4 2025 | 17,115 | $985.8K | <0.1% | +3,498+25.7% | Added | Holders |
| Q3 2025 | 13,617 | $703.5K | <0.1% | +13,617 | New | Holders |