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Livermore
Livermore
ZHEN

Perigon Wealth Management, LLC

SEC CIK
0001575239
Latest filing
Aug 7, 2026

USB holding history

US Bancorp DE 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.

USB overviewAll 13F holders of USBFull Q2 2026 holdings

Shares (Q2 2026)
23,174
Value
$1.40M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of USB by Perigon Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202623,174$1.40M<0.1%+94+0.4%AddedHolders
Q1 202623,080$1.20M<0.1%+806+3.6%AddedHolders
Q4 202522,274$1.19M<0.1%+286+1.3%AddedHolders
Q3 202521,988$1.06M<0.1%+585+2.7%AddedHolders
Q2 202521,403$968.5K<0.1%+1,162+5.7%AddedHolders
Q1 202520,241$854.6K<0.1%−279−1.4%ReducedHolders
Q4 202420,520$985.6K<0.1%+394+2.0%AddedHolders
Q3 202420,126$920.4K<0.1%+612+3.1%AddedHolders
Q2 202419,514$774.7K<0.1%+149+0.8%AddedHolders
Q1 202419,365$865.6K<0.1%+439+2.3%AddedHolders
Q4 202318,926$819.1K<0.1%−2,193−10.4%ReducedHolders
Q3 202321,119$698.2K<0.1%+232+1.1%AddedHolders
Q2 202320,887$690.1K<0.1%−35−0.2%ReducedHolders
Q1 202320,922$754.2K<0.1%−13,132−38.6%ReducedHolders
Q4 202234,054$1.49M0.1%+11,489+50.9%AddedHolders
Q3 202222,565$910.0K0.1%+1,719+8.2%AddedHolders
Q2 202220,846$959.0K0.1%−1,170−5.3%ReducedHolders
Q1 202222,016$1.17M0.1%+875+4.1%AddedHolders
Q4 202121,141$1.19M0.1%+2,678+14.5%AddedHolders
Q3 202118,463$1.10M0.1%−67−0.4%ReducedHolders
Q2 202118,530$1.06M0.1%+544+3.0%AddedHolders
Q1 202117,986$995.0K0.1%––Holders

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