Perigon Wealth Management, LLC

SEC CIK: 0001575239
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

PFG holding history

Principal Financial 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.

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

Shares (Q2 2026): 4,457
Value: $480.3K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of PFG by Perigon Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	4,457	$480.3K	<0.1%	+193+4.5%	Added	Holders
Q1 2026	4,264	$384.2K	<0.1%	−180−4.1%	Reduced	Holders
Q4 2025	4,444	$392.0K	<0.1%	+4,444	New	Holders