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Perigon Wealth Management, LLC

SEC CIK
0001575239
Latest filing
Aug 7, 2026

UTG holding history

Reaves Utility Income Fund 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.

UTG overviewAll 13F holders of UTGFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q3 2025
Holdings of UTG by Perigon Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−5,160−100.0%Sold outHolders
Q3 20255,160$204.4K<0.1%+5,160NewHolders