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Perigon Wealth Management, LLC

SEC CIK
0001575239
Latest filing
Aug 7, 2026

NKX holding history

Nuveen California Amt-Free 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.

NKX overviewAll 13F holders of NKXFull Q2 2026 holdings

Shares (Q2 2026)
16,950
Value
$212.4K
% of portfolio
<0.1%
Quarters held
14
Since Q1 2023
Holdings of NKX by Perigon Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,950$212.4K<0.1%00.0%UnchangedHolders
Q1 202616,950$201.7K<0.1%00.0%UnchangedHolders
Q4 202516,950$210.9K<0.1%00.0%UnchangedHolders
Q3 202516,950$214.8K<0.1%00.0%UnchangedHolders
Q2 202516,950$199.5K<0.1%00.0%UnchangedHolders
Q1 202516,950$213.4K<0.1%00.0%UnchangedHolders
Q4 202416,950$215.3K<0.1%00.0%UnchangedHolders
Q3 202416,950$230.4K<0.1%00.0%UnchangedHolders
Q2 202416,950$212.0K<0.1%00.0%UnchangedHolders
Q1 202416,950$205.9K<0.1%−1,315−7.2%ReducedHolders
Q4 202318,265$210.8K<0.1%−6,488−26.2%ReducedHolders
Q3 202324,753$254.0K<0.1%00.0%UnchangedHolders
Q2 202324,753$285.6K<0.1%00.0%UnchangedHolders
Q1 202324,753$288.1K<0.1%+24,753NewHolders