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Livermore
Livermore
ZHEN

Perigon Wealth Management, LLC

SEC CIK
0001575239
Latest filing
Aug 7, 2026

MSCI holding history

MSCI 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.

MSCI overviewAll 13F holders of MSCIFull Q2 2026 holdings

Shares (Q2 2026)
760
Value
$425.6K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MSCI by Perigon Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026760$425.6K<0.1%+45+6.3%AddedHolders
Q1 2026715$385.4K<0.1%−98−12.1%ReducedHolders
Q4 2025813$466.4K<0.1%−148−15.4%ReducedHolders
Q3 2025961$545.3K<0.1%+286+42.4%AddedHolders
Q2 2025675$389.3K<0.1%+86+14.6%AddedHolders
Q1 2025589$333.1K<0.1%+14+2.4%AddedHolders
Q4 2024575$350.7K<0.1%+20+3.6%AddedHolders
Q3 2024555$323.5K<0.1%−23−4.0%ReducedHolders
Q2 2024578$278.5K<0.1%−59−9.3%ReducedHolders
Q1 2024637$357.0K<0.1%−15−2.3%ReducedHolders
Q4 2023652$368.8K<0.1%+1+0.2%AddedHolders
Q3 2023651$334.0K<0.1%−40−5.8%ReducedHolders
Q2 2023691$324.3K<0.1%−15−2.1%ReducedHolders
Q1 2023706$395.1K<0.1%−18−2.5%ReducedHolders
Q4 2022724$336.8K<0.1%+79+12.2%AddedHolders
Q3 2022645$272.0K<0.1%+22+3.5%AddedHolders
Q2 2022623$257.0K<0.1%+97+18.4%AddedHolders
Q1 2022526$265.0K<0.1%−351−40.0%ReducedHolders
Q4 2021877$537.0K<0.1%00.0%UnchangedHolders
Q3 2021877$534.0K<0.1%+34+4.0%AddedHolders
Q2 2021843$449.0K<0.1%+232+38.0%AddedHolders
Q1 2021611$256.0K<0.1%––Holders

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