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Perigon Wealth Management, LLC

SEC CIK
0001575239
Latest filing
Aug 7, 2026

FISV holding history

Fiserv 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.

FISV overviewAll 13F holders of FISVFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q1 2021
Holdings of FISV by Perigon Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−4,450−100.0%Sold outHolders
Q1 20264,450$248.3K<0.1%+690+18.4%AddedHolders
Q4 20253,760$252.6K<0.1%−174−4.4%ReducedHolders
Q3 20253,934$507.2K<0.1%+1,347+52.1%AddedHolders
Q2 20252,587$446.0K<0.1%−900−25.8%ReducedHolders
Q1 20253,487$770.0K<0.1%−79−2.2%ReducedHolders
Q4 20243,566$735.5K<0.1%+384+12.1%AddedHolders
Q3 20243,182$571.6K<0.1%+224+7.6%AddedHolders
Q2 20242,958$440.9K<0.1%+589+24.9%AddedHolders
Q1 20242,369$378.6K<0.1%+469+24.7%AddedHolders
Q4 20231,900$252.4K<0.1%−26−1.3%ReducedHolders
Q3 20231,926$217.6K<0.1%+188+10.8%AddedHolders
Q2 20231,738$219.2K<0.1%+1,738NewHolders
Q2 20210$00.0%−2,878−100.0%Sold outHolders
Q1 20212,878$343.0K<0.1%––Holders

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