Perigon Wealth Management, LLC

SEC CIK: 0001575239
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

SWIM holding history

Latham 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.

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

Shares (Q2 2026): 78,644
Value: $508.8K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of SWIM by Perigon Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	78,644	$508.8K	<0.1%	+8,911+12.8%	Added	Holders
Q1 2026	69,733	$374.5K	<0.1%	+16,546+31.1%	Added	Holders
Q4 2025	53,187	$337.7K	<0.1%	+53,187	New	Holders