Perigon Wealth Management, LLC

SEC CIK: 0001575239
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

SMM holding history

Salient Midstream & MLP 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.

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

Shares (Q3 2022): 0; Sold out in Q3 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2022

Holdings of SMM by Perigon Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2022	0	$0	0.0%	−17,210−100.0%	Sold out	Holders
Q2 2022	17,210	$130.0K	<0.1%	−5,700−24.9%	Reduced	Holders
Q1 2022	22,910	$189.0K	<0.1%	+22,910	New	Holders