Perigon Wealth Management, LLC

SEC CIK: 0001575239
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

UPS holding history

United Parcel Service 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.

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

Shares (Q2 2026): 34,737
Value: $3.73M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of UPS by Perigon Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	34,737	$3.73M	0.1%	−1,015−2.8%	Reduced	Holders
Q1 2026	35,752	$3.52M	0.1%	+2,510+7.6%	Added	Holders
Q4 2025	33,242	$3.30M	0.1%	−1,460−4.2%	Reduced	Holders
Q3 2025	34,702	$2.90M	0.1%	+4,752+15.9%	Added	Holders
Q2 2025	29,950	$3.02M	0.1%	+1,755+6.2%	Added	Holders
Q1 2025	28,195	$3.10M	0.1%	+251+0.9%	Added	Holders
Q4 2024	27,944	$3.63M	0.1%	−1,253−4.3%	Reduced	Holders
Q3 2024	29,197	$3.98M	0.1%	+5,566+23.6%	Added	Holders
Q2 2024	23,631	$3.23M	0.1%	−4,922−17.2%	Reduced	Holders
Q1 2024	28,553	$4.24M	0.1%	−2,276−7.4%	Reduced	Holders
Q4 2023	30,829	$4.85M	0.2%	−2,906−8.6%	Reduced	Holders
Q3 2023	33,735	$5.26M	0.2%	−1,982−5.5%	Reduced	Holders
Q2 2023	35,717	$6.40M	0.3%	+23,565+193.9%	Added	Holders
Q1 2023	12,152	$2.36M	0.1%	+288+2.4%	Added	Holders
Q4 2022	11,864	$2.06M	0.1%	+5,392+83.3%	Added	Holders
Q3 2022	6,472	$1.04M	0.1%	+54+0.8%	Added	Holders
Q2 2022	6,418	$1.17M	0.1%	−734−10.3%	Reduced	Holders
Q1 2022	7,152	$1.53M	0.1%	−614−7.9%	Reduced	Holders
Q4 2021	7,766	$1.67M	0.1%	+3,787+95.2%	Added	Holders
Q3 2021	3,979	$724.0K	0.1%	+31+0.8%	Added	Holders
Q2 2021	3,948	$821.0K	0.1%	+237+6.4%	Added	Holders
Q1 2021	3,711	$631.0K	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.