Perigon Wealth Management, LLC

SEC CIK: 0001575239
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

PDX holding history

PIMCO Dynamic Income Strategy 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.

PDX overview All 13F holders of PDX Full Q2 2026 holdings

Shares (Q4 2023): 0; Sold out in Q4 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2023

Holdings of PDX by Perigon Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2023	0	$0	0.0%	−11,600−100.0%	Sold out	Holders
Q3 2023	11,600	$230.0K	<0.1%	00.0%	Unchanged	Holders
Q2 2023	11,600	$182.8K	<0.1%	+11,600	New	Holders