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Livermore
Livermore
ZHEN

Perigon Wealth Management, LLC

SEC CIK
0001575239
Latest filing
Aug 7, 2026

MDB holding history

MongoDB, 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.

MDB overviewAll 13F holders of MDBFull Q2 2026 holdings

Shares (Q2 2026)
3,100
Value
$1.04M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MDB by Perigon Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,100$1.04M<0.1%−86−2.7%ReducedHolders
Q1 20263,186$779.7K<0.1%+389+13.9%AddedHolders
Q4 20252,797$1.17M<0.1%+77+2.8%AddedHolders
Q3 20252,720$844.2K<0.1%+295+12.2%AddedHolders
Q2 20252,425$509.2K<0.1%+145+6.4%AddedHolders
Q1 20252,280$399.9K<0.1%−248−9.8%ReducedHolders
Q4 20242,528$626.8K<0.1%+66+2.7%AddedHolders
Q3 20242,462$665.7K<0.1%+18+0.7%AddedHolders
Q2 20242,444$610.9K<0.1%−47−1.9%ReducedHolders
Q1 20242,491$893.4K<0.1%−357−12.5%ReducedHolders
Q4 20232,848$1.16M<0.1%+51+1.8%AddedHolders
Q3 20232,797$967.4K<0.1%+131+4.9%AddedHolders
Q2 20232,666$1.10M<0.1%+63+2.4%AddedHolders
Q1 20232,603$606.8K<0.1%−89−3.3%ReducedHolders
Q4 20222,692$529.9K<0.1%+75+2.9%AddedHolders
Q3 20222,617$520.0K<0.1%−52−1.9%ReducedHolders
Q2 20222,669$693.0K0.1%−153−5.4%ReducedHolders
Q1 20222,822$1.25M0.1%−42−1.5%ReducedHolders
Q4 20212,864$1.52M0.1%−224−7.3%ReducedHolders
Q3 20213,088$1.46M0.1%+73+2.4%AddedHolders
Q2 20213,015$1.09M0.1%+55+1.9%AddedHolders
Q1 20212,960$792.0K0.1%––Holders

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