Perigon Wealth Management, LLC
- SEC CIK
- 0001575239
- Latest filing
- Aug 7, 2026
POWL holding history
Powell Industries 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.
POWL overviewAll 13F holders of POWLFull Q2 2026 holdings
- Shares (Q2 2026)
- 1,737
- Value
- $497.5K
- % of portfolio
- <0.1%
- Quarters held
- 3
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,737 | $497.5K | <0.1% | +312+21.9% | AddedConverted for a 3-for-1 split | Holders |
| Q1 2026 | 475 | $256.9K | <0.1% | +475 | New | Holders |
| Q1 2025 | 0 | $0 | 0.0% | −1,133−100.0% | Sold out | Holders |
| Q4 2024 | 1,133 | $291.5K | <0.1% | +1,133 | New | Holders |