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Livermore
Livermore
ZHEN

Perigon Wealth Management, LLC

SEC CIK
0001575239
Latest filing
Aug 7, 2026

XYZ holding history

Block, 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.

XYZ overviewAll 13F holders of XYZFull Q2 2026 holdings

Shares (Q2 2026)
13,570
Value
$1.03M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of XYZ by Perigon Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,570$1.03M<0.1%+240+1.8%AddedHolders
Q1 202613,330$802.2K<0.1%+5,634+73.2%AddedHolders
Q4 20257,696$501.0K<0.1%+202+2.7%AddedHolders
Q3 20257,494$541.6K<0.1%−1,570−17.3%ReducedHolders
Q2 20259,064$615.7K<0.1%−7,140−44.1%ReducedHolders
Q1 202516,204$880.4K<0.1%−744−4.4%ReducedHolders
Q4 202416,948$1.46M<0.1%+6,779+66.7%AddedHolders
Q3 202410,169$682.7K<0.1%+47+0.5%AddedHolders
Q2 202410,122$652.8K<0.1%+488+5.1%AddedHolders
Q1 20249,634$814.9K<0.1%+68+0.7%AddedHolders
Q4 20239,566$739.9K<0.1%+1,684+21.4%AddedHolders
Q3 20237,882$348.9K<0.1%−330−4.0%ReducedHolders
Q2 20238,212$546.7K<0.1%−31−0.4%ReducedHolders
Q1 20238,243$565.9K<0.1%−8,582−51.0%ReducedHolders
Q4 202216,825$1.06M0.1%+1,122+7.1%AddedHolders
Q3 202215,703$864.0K0.1%−2,788−15.1%ReducedHolders
Q2 202218,491$1.14M0.1%+7,210+63.9%AddedHolders
Q1 202211,281$1.53M0.1%+3,815+51.1%AddedHolders
Q4 20217,466$1.21M0.1%+1,055+16.5%AddedHolders
Q3 20216,411$1.54M0.1%+318+5.2%AddedHolders
Q2 20216,093$1.49M0.1%+570+10.3%AddedHolders
Q1 20215,523$1.25M0.1%––Holders

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