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Perigon Wealth Management, LLC

SEC CIK
0001575239
Latest filing
Aug 7, 2026

INTU holding history

Intuit 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.

INTU overviewAll 13F holders of INTUFull Q2 2026 holdings

Shares (Q2 2026)
5,039
Value
$1.32M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of INTU by Perigon Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,039$1.32M<0.1%+690+15.9%AddedHolders
Q1 20264,349$1.88M<0.1%−3,158−42.1%ReducedHolders
Q4 20257,507$4.97M0.1%+1,360+22.1%AddedHolders
Q3 20256,147$4.20M0.1%+589+10.6%AddedHolders
Q2 20255,558$4.38M0.1%+316+6.0%AddedHolders
Q1 20255,242$3.22M0.1%+449+9.4%AddedHolders
Q4 20244,793$2.91M0.1%+162+3.5%AddedHolders
Q3 20244,631$2.88M0.1%+1,342+40.8%AddedHolders
Q2 20243,289$2.16M0.1%+540+19.6%AddedHolders
Q1 20242,749$1.79M0.1%+312+12.8%AddedHolders
Q4 20232,437$1.52M<0.1%−99−3.9%ReducedHolders
Q3 20232,536$1.30M0.1%+257+11.3%AddedHolders
Q2 20232,279$1.04M<0.1%+210+10.1%AddedHolders
Q1 20232,069$922.4K0.1%−376−15.4%ReducedHolders
Q4 20222,445$951.5K0.1%+139+6.0%AddedHolders
Q3 20222,306$893.0K0.1%+47+2.1%AddedHolders
Q2 20222,259$871.0K0.1%+320+16.5%AddedHolders
Q1 20221,939$932.0K0.1%+497+34.5%AddedHolders
Q4 20211,442$927.0K0.1%+343+31.2%AddedHolders
Q3 20211,099$593.0K0.1%+24+2.2%AddedHolders
Q2 20211,075$527.0K<0.1%+8+0.7%AddedHolders
Q1 20211,067$409.0K<0.1%––Holders

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