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Perigon Wealth Management, LLC

SEC CIK
0001575239
Latest filing
Aug 7, 2026

PWR holding history

Quanta Services, 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.

PWR overviewAll 13F holders of PWRFull Q2 2026 holdings

Shares (Q2 2026)
4,607
Value
$3.32M
% of portfolio
0.1%
Quarters held
14
Since Q1 2023
Holdings of PWR by Perigon Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,607$3.32M0.1%+2,831+159.4%AddedHolders
Q1 20261,776$975.1K<0.1%+86+5.1%AddedHolders
Q4 20251,690$713.3K<0.1%+24+1.4%AddedHolders
Q3 20251,666$690.5K<0.1%+324+24.1%AddedHolders
Q2 20251,342$507.4K<0.1%+41+3.2%AddedHolders
Q1 20251,301$330.7K<0.1%−481−27.0%ReducedHolders
Q4 20241,782$599.1K<0.1%−118−6.2%ReducedHolders
Q3 20241,900$566.6K<0.1%+369+24.1%AddedHolders
Q2 20241,531$389.0K<0.1%+435+39.7%AddedHolders
Q1 20241,096$284.8K<0.1%−38−3.4%ReducedHolders
Q4 20231,134$244.7K<0.1%−155−12.0%ReducedHolders
Q3 20231,289$241.1K<0.1%−163−11.2%ReducedHolders
Q2 20231,452$285.2K<0.1%+91+6.7%AddedHolders
Q1 20231,361$226.7K<0.1%+1,361NewHolders