Skip to main content

Perigon Wealth Management, LLC

SEC CIK
0001575239
Latest filing
Aug 7, 2026

WEX holding history

WEX 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.

WEX overviewAll 13F holders of WEXFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q3 2024
Holdings of WEX by Perigon Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−1,428−100.0%Sold outHolders
Q3 20241,428$299.5K<0.1%+1,428NewHolders