Perigon Wealth Management, LLC
- SEC CIK
- 0001575239
- Latest filing
- Aug 7, 2026
TEX holding history
Terex Corp 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.
TEX overviewAll 13F holders of TEXFull Q2 2026 holdings
- Shares (Q2 2026)
- 10,026
- Value
- $725.8K
- % of portfolio
- <0.1%
- Quarters held
- 16
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 10,026 | $725.8K | <0.1% | −358−3.4% | Reduced | Holders |
| Q1 2026 | 10,384 | $613.7K | <0.1% | +1,138+12.3% | Added | Holders |
| Q4 2025 | 9,246 | $493.6K | <0.1% | +228+2.5% | Added | Holders |
| Q3 2025 | 9,018 | $462.6K | <0.1% | +17+0.2% | Added | Holders |
| Q2 2025 | 9,001 | $420.3K | <0.1% | −1,276−12.4% | Reduced | Holders |
| Q1 2025 | 10,277 | $388.3K | <0.1% | +607+6.3% | Added | Holders |
| Q4 2024 | 9,670 | $458.8K | <0.1% | −566−5.5% | Reduced | Holders |
| Q3 2024 | 10,236 | $541.6K | <0.1% | +520+5.4% | Added | Holders |
| Q2 2024 | 9,716 | $532.8K | <0.1% | +1,032+11.9% | Added | Holders |
| Q1 2024 | 8,684 | $559.2K | <0.1% | −147−1.7% | Reduced | Holders |
| Q4 2023 | 8,831 | $507.4K | <0.1% | +563+6.8% | Added | Holders |
| Q3 2023 | 8,268 | $476.4K | <0.1% | −20.0% | Reduced | Holders |
| Q2 2023 | 8,270 | $494.8K | <0.1% | −306−3.6% | Reduced | Holders |
| Q1 2023 | 8,576 | $414.9K | <0.1% | −231−2.6% | Reduced | Holders |
| Q4 2022 | 8,807 | $376.3K | <0.1% | +321+3.8% | Added | Holders |
| Q3 2022 | 8,486 | $252.0K | <0.1% | +8,486 | New | Holders |