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Perigon Wealth Management, LLC

SEC CIK
0001575239
Latest filing
Aug 7, 2026

WTFC holding history

Wintrust Financial 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.

WTFC overviewAll 13F holders of WTFCFull Q2 2026 holdings

Shares (Q2 2026)
2,019
Value
$324.4K
% of portfolio
<0.1%
Quarters held
3
Since Q4 2025
Holdings of WTFC by Perigon Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,019$324.4K<0.1%+154+8.3%AddedHolders
Q1 20261,865$259.1K<0.1%+240+14.8%AddedHolders
Q4 20251,625$227.2K<0.1%+1,625NewHolders