Perigon Wealth Management, LLC

SEC CIK: 0001575239
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

WSO holding history

Watsco 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.

WSO overview All 13F holders of WSO Full Q2 2026 holdings

Shares (Q3 2025): 0; Sold out in Q3 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2024

Holdings of WSO by Perigon Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2025	0	$0	0.0%	−3,244−100.0%	Sold out	Holders
Q2 2025	3,244	$1.43M	<0.1%	−290−8.2%	Reduced	Holders
Q1 2025	3,534	$1.80M	<0.1%	−2−0.1%	Reduced	Holders
Q4 2024	3,536	$1.74M	<0.1%	+3,536	New	Holders