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Perigon Wealth Management, LLC

SEC CIK
0001575239
Latest filing
Aug 7, 2026

UL holding history

Unilever PLC 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.

UL overviewAll 13F holders of ULFull Q2 2026 holdings

Shares (Q2 2026)
8,309
Value
$499.5K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of UL by Perigon Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,309$499.5K<0.1%−1,780−17.6%ReducedHolders
Q1 202610,089$574.8K<0.1%+50+0.5%AddedHolders
Q4 202510,039$656.5K<0.1%+638+6.8%AddedHolders
Q3 20259,401$557.3K<0.1%+331+3.6%AddedHolders
Q2 20259,070$554.8K<0.1%−438−4.6%ReducedHolders
Q1 20259,508$566.2K<0.1%−876−8.4%ReducedHolders
Q4 202410,384$575.7K<0.1%+459+4.6%AddedHolders
Q3 20249,925$644.7K<0.1%−11−0.1%ReducedHolders
Q2 20249,936$546.4K<0.1%−571−5.4%ReducedHolders
Q1 202410,507$527.4K<0.1%+2,515+31.5%AddedHolders
Q4 20237,992$387.4K<0.1%−817−9.3%ReducedHolders
Q3 20238,809$435.1K<0.1%+2,138+32.0%AddedHolders
Q2 20236,671$347.8K<0.1%+1,683+33.7%AddedHolders
Q1 20234,988$259.0K<0.1%−364−6.8%ReducedHolders
Q4 20225,352$269.5K<0.1%+5,352NewHolders