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Livermore
Livermore
ZHEN

Perigon Wealth Management, LLC

SEC CIK
0001575239
Latest filing
Aug 7, 2026

WPM holding history

Wheaton Precious Metals Corp. 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.

WPM overviewAll 13F holders of WPMFull Q2 2026 holdings

Shares (Q2 2026)
5,328
Value
$598.5K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of WPM by Perigon Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,328$598.5K<0.1%+193+3.8%AddedHolders
Q1 20265,135$672.8K<0.1%+165+3.3%AddedHolders
Q4 20254,970$584.0K<0.1%−1,078−17.8%ReducedHolders
Q3 20256,048$676.4K<0.1%+854+16.4%AddedHolders
Q2 20255,194$466.4K<0.1%−2,136−29.1%ReducedHolders
Q1 20257,330$569.0K<0.1%−2,609−26.3%ReducedHolders
Q4 20249,939$571.3K<0.1%+2,025+25.6%AddedHolders
Q3 20247,914$483.4K<0.1%+7,914NewHolders
Q1 20240$00.0%−5,172−100.0%Sold outHolders
Q4 20235,172$255.2K<0.1%−3,328−39.2%ReducedHolders
Q3 20238,500$344.7K<0.1%−1,532−15.3%ReducedHolders
Q2 202310,032$433.6K<0.1%+2,549+34.1%AddedHolders
Q1 20237,483$360.4K<0.1%+1,789+31.4%AddedHolders
Q4 20225,694$222.5K<0.1%−715−11.2%ReducedHolders
Q3 20226,409$207.0K<0.1%−9,715−60.3%ReducedHolders
Q2 202216,124$581.0K<0.1%+59+0.4%AddedHolders
Q1 202216,065$764.0K0.1%+393+2.5%AddedHolders
Q4 202115,672$673.0K<0.1%−1,905−10.8%ReducedHolders
Q3 202117,577$661.0K0.1%+2,493+16.5%AddedHolders
Q2 202115,084$665.0K0.1%+1,573+11.6%AddedHolders
Q1 202113,511$516.0K0.1%––Holders

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