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Livermore
Livermore
ZHEN

Perigon Wealth Management, LLC

SEC CIK
0001575239
Latest filing
Aug 7, 2026

V holding history

Visa 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.

V overviewAll 13F holders of VFull Q2 2026 holdings

Shares (Q2 2026)
122,717
Value
$42.1M
% of portfolio
0.7%
Quarters held
20
Since Q1 2021
Holdings of V by Perigon Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026122,717$42.1M0.7%−345−0.3%ReducedHolders
Q1 2026123,062$37.2M0.7%−4,015−3.2%ReducedHolders
Q4 2025127,077$44.6M0.8%+903+0.7%AddedHolders
Q3 2025126,174$43.1M0.9%+799+0.6%AddedHolders
Q2 2025125,375$44.5M1.0%−332−0.3%ReducedHolders
Q1 2025125,707$44.1M1.1%−555−0.4%ReducedHolders
Q4 2024126,262$40.1M1.0%+90.0%AddedHolders
Q3 2024126,253$34.7M0.9%+126,253NewHolders
Q1 20240$00.0%−126,083−100.0%Sold outHolders
Q4 2023126,083$32.8M1.1%+37,468+42.3%AddedHolders
Q3 202388,615$20.4M0.8%−440−0.5%ReducedHolders
Q2 202389,055$21.1M0.8%+15,445+21.0%AddedHolders
Q1 202373,610$16.6M0.9%+2,278+3.2%AddedHolders
Q4 202271,332$14.8M0.9%+6,007+9.2%AddedHolders
Q3 202265,325$11.6M1.0%−1,425−2.1%ReducedHolders
Q2 202266,750$13.1M1.1%+1,272+1.9%AddedHolders
Q1 202265,478$14.5M1.0%+977+1.5%AddedHolders
Q4 202164,501$14.0M1.0%+674+1.1%AddedHolders
Q3 202163,827$14.2M1.2%+185+0.3%AddedHolders
Q2 202163,642$14.9M1.3%+617+1.0%AddedHolders
Q1 202163,025$13.3M1.4%––Holders

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