Perigon Wealth Management, LLC quarter change: Foreign Bonds: Other Debt, Sold out
In other debt filed by principal amount (debentures, bonds) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Perigon Wealth Management, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1575239): 2026-03-31 (filed 2026-04-10) and 2026-06-30 (filed 2026-08-07). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Sessa Capital IM, L.P. | United States | $5.508B | 36 |
| GREAT VALLEY ADVISOR GROUP, INC. | United States | $5.503B | 999 |
| SAGESPRING WEALTH PARTNERS, LLC | United States | $5.486B | 791 |
| Altshuler Shaham Ltd | Israel | $5.540B | 527 |
| Douglass Winthrop Advisors, LLC | United States | $5.462B | 303 |
| EVOKE WEALTH, LLC | United States | $5.568B | 711 |
| Parallel Advisors, LLC | United States | $5.568B | 3,831 |
| RFG Advisory, LLC | United States | $5.443B | 1,037 |
| DONALD SMITH & CO., INC. | United States | $5.584B | 64 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | United States | $5.419B | 527 |