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Livermore
Livermore
ZHEN

Perigon Wealth Management, LLC

SEC CIK
0001575239
Latest filing
Aug 7, 2026

IQV holding history

IQVIA Holdings 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.

IQV overviewAll 13F holders of IQVFull Q2 2026 holdings

Shares (Q2 2026)
2,578
Value
$498.1K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of IQV by Perigon Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,578$498.1K<0.1%+208+8.8%AddedHolders
Q1 20262,370$404.2K<0.1%−437−15.6%ReducedHolders
Q4 20252,807$632.7K<0.1%+107+4.0%AddedHolders
Q3 20252,700$512.8K<0.1%−9−0.3%ReducedHolders
Q2 20252,709$426.9K<0.1%−212−7.3%ReducedHolders
Q1 20252,921$515.0K<0.1%−86−2.9%ReducedHolders
Q4 20243,007$594.4K<0.1%+141+4.9%AddedHolders
Q3 20242,866$679.2K<0.1%+72+2.6%AddedHolders
Q2 20242,794$590.8K<0.1%−148−5.0%ReducedHolders
Q1 20242,942$744.0K<0.1%−102−3.4%ReducedHolders
Q4 20233,044$704.3K<0.1%−245−7.4%ReducedHolders
Q3 20233,289$647.1K<0.1%−118−3.5%ReducedHolders
Q2 20233,407$765.8K<0.1%+488+16.7%AddedHolders
Q1 20232,919$580.6K<0.1%+4+0.1%AddedHolders
Q4 20222,915$597.3K<0.1%+577+24.7%AddedHolders
Q3 20222,338$424.0K<0.1%−175−7.0%ReducedHolders
Q2 20222,513$545.0K<0.1%+21+0.8%AddedHolders
Q1 20222,492$576.0K<0.1%+263+11.8%AddedHolders
Q4 20212,229$629.0K<0.1%+47+2.2%AddedHolders
Q3 20212,182$523.0K<0.1%+80+3.8%AddedHolders
Q2 20212,102$509.0K<0.1%+330+18.6%AddedHolders
Q1 20211,772$342.0K<0.1%––Holders

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