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Perigon Wealth Management, LLC

SEC CIK
0001575239
Latest filing
Aug 7, 2026

LBRT holding history

Liberty Energy 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.

LBRT overviewAll 13F holders of LBRTFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q3 2022
Holdings of LBRT by Perigon Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−10,196−100.0%Sold outHolders
Q4 202410,196$235.7K<0.1%−2,862−21.9%ReducedHolders
Q3 202413,058$249.3K<0.1%−9,831−43.0%ReducedHolders
Q2 202422,889$478.2K<0.1%−1,926−7.8%ReducedHolders
Q1 202424,815$514.2K<0.1%+571+2.4%AddedHolders
Q4 202324,244$439.8K<0.1%+3,087+14.6%AddedHolders
Q3 202321,157$391.8K<0.1%−1,588−7.0%ReducedHolders
Q2 202322,745$304.1K<0.1%−14,797−39.4%ReducedHolders
Q1 202337,542$480.9K<0.1%−2,118−5.3%ReducedHolders
Q4 202239,660$635.0K<0.1%+17,852+81.9%AddedHolders
Q3 202221,808$277.0K<0.1%+21,808NewHolders