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Livermore
Livermore
ZHEN

Perigon Wealth Management, LLC

SEC CIK
0001575239
Latest filing
Aug 7, 2026

MO holding history

Altria Group, 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.

MO overviewAll 13F holders of MOFull Q2 2026 holdings

Shares (Q2 2026)
87,304
Value
$6.28M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of MO by Perigon Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202687,304$6.28M0.1%+1,954+2.3%AddedHolders
Q1 202685,350$5.63M0.1%+25,894+43.6%AddedHolders
Q4 202559,456$3.43M0.1%+2,140+3.7%AddedHolders
Q3 202557,316$3.79M0.1%+3,634+6.8%AddedHolders
Q2 202553,682$3.15M0.1%+2,392+4.7%AddedHolders
Q1 202551,290$3.08M0.1%−1,481−2.8%ReducedHolders
Q4 202452,771$2.70M0.1%+24,615+87.4%AddedHolders
Q3 202428,156$1.44M<0.1%−615−2.1%ReducedHolders
Q2 202428,771$1.31M<0.1%+617+2.2%AddedHolders
Q1 202428,154$1.23M<0.1%+4,097+17.0%AddedHolders
Q4 202324,057$970.4K<0.1%−15,449−39.1%ReducedHolders
Q3 202339,506$1.66M0.1%−578−1.4%ReducedHolders
Q2 202340,084$1.82M0.1%+26,919+204.5%AddedHolders
Q1 202313,165$587.4K<0.1%−883−6.3%ReducedHolders
Q4 202214,048$642.1K<0.1%+1,719+13.9%AddedHolders
Q3 202212,329$498.0K<0.1%+1,931+18.6%AddedHolders
Q2 202210,398$434.0K<0.1%+421+4.2%AddedHolders
Q1 20229,977$521.0K<0.1%+64+0.6%AddedHolders
Q4 20219,913$470.0K<0.1%+662+7.2%AddedHolders
Q3 20219,251$421.0K<0.1%−3,385−26.8%ReducedHolders
Q2 202112,636$603.0K0.1%+118+0.9%AddedHolders
Q1 202112,518$640.0K0.1%––Holders

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