Perigon Wealth Management, LLC
- SEC CIK
- 0001575239
- Latest filing
- Aug 7, 2026
NAC holding history
Nuveen California Quality Municipal Income Fund 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.
NAC overviewAll 13F holders of NACFull Q2 2026 holdings
- Shares (Q2 2026)
- 15,168
- Value
- $183.8K
- % of portfolio
- <0.1%
- Quarters held
- 14
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 15,168 | $183.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2026 | 15,168 | $176.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 15,168 | $179.1K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 15,168 | $174.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 15,168 | $169.4K | <0.1% | −1,400−8.5% | Reduced | Holders |
| Q1 2025 | 16,568 | $186.2K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 16,568 | $185.2K | <0.1% | +1,400+9.2% | Added | Holders |
| Q3 2024 | 15,168 | $180.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 15,168 | $174.9K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 15,168 | $167.2K | <0.1% | −1,370−8.3% | Reduced | Holders |
| Q4 2023 | 16,538 | $183.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 16,538 | $159.6K | <0.1% | −661−3.8% | Reduced | Holders |
| Q2 2023 | 17,199 | $187.8K | <0.1% | +17+0.1% | Added | Holders |
| Q1 2023 | 17,182 | $189.2K | <0.1% | +17,182 | New | Holders |