Filer Snapshot

Perigon Wealth Management, LLC

CIK 0001575239. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

58

Latest Filing

10 Apr 2026

Industry

n/a

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  • Open 13F if you want portfolio holdings.
  • Open 13D/G or insider pages only when this CIK has those rows.
Open 13F portfolio
Source: SEC Form 13F

13F-HR filed on 10 Apr 2026 for CIK 0001575239.

View Source Filing
Business address
201 Mission Street, Suite 1825, San Francisco, CA, 94105
Top securities (13F)
NVDA, AAPL, VOO, IVV, QQQ, VGIT, AMZN, GOOG, MSFT, BIL, GOOGL, QLTY, DFAC, SPY, BBUS, OXY, GLD, AVGO, VUG, and META
State of incorporation
DE
Fiscal year end
31 December

Filer intelligence

What SEC filings say about Perigon Wealth Management, LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • Latest parsed 13F shows $5.51B across 1,285 reported holdings for Q1 2026.
  • Largest parsed 13F holding: NVDA at $300.04M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 1,285 rows

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 10 Apr 2026

NVDA

5.4%

Nvidia Corporation

$300.04M

AAPL

5.2%

Apple Inc

$287.71M

VOO

2.5%

Vanguard Index Fds

$140.03M

IVV

2%

Ishares Tr

$111.03M

QQQ

1.9%

Invesco Qqq Tr

$102.99M

Latest update

What changed recently for Perigon Wealth Management, LLC

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

10 Apr 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 10 Apr 2026.

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Benchmark Context

Benchmark context for this company

Perigon Wealth Management, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
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Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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Filer Overview

Perigon Wealth Management, LLC has filed 58 SEC EDGAR filings since 18 Feb 2014. Common forms include 13F-HR, N-PX, 13F-HR/A.

Perigon Wealth Management, LLC SEC filings Perigon Wealth Management, LLC 13F portfolio

Latest Filings

Recent SEC filings for Perigon Wealth Management, LLC with direct links to document and filing folders.

13F-HR File 028-16082

13F-HR filing

Filing date
10 Apr 2026
Reporting date
31 Mar 2026
SEC evidence
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13F-HR File 028-16082

13F-HR filing

Filing date
16 Jan 2026
Reporting date
31 Dec 2025
SEC evidence
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13F-HR File 028-16082

13F-HR filing

Filing date
17 Oct 2025
Reporting date
30 Sep 2025
SEC evidence
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N-PX File 028-16082

N-PX filing

Filing date
01 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
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13F-HR File 028-16082

13F-HR filing

Filing date
16 Jul 2025
Reporting date
30 Jun 2025
SEC evidence
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13F-HR File 028-16082

13F-HR filing

Filing date
23 Apr 2025
Reporting date
31 Mar 2025
SEC evidence
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13F-HR File 028-16082

13F-HR filing

Filing date
22 Jan 2025
Reporting date
31 Dec 2024
SEC evidence
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13F-HR File 028-16082

13F-HR filing

Filing date
16 Oct 2024
Reporting date
30 Sep 2024
SEC evidence
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N-PX File 028-16082

N-PX filing

Filing date
21 Aug 2024
Reporting date
30 Jun 2024
SEC evidence
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13F-HR File 028-16082

13F-HR filing

Filing date
02 Aug 2024
Reporting date
30 Jun 2024
SEC evidence
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13F-HR File 028-16082

13F-HR filing

Filing date
29 Apr 2024
Reporting date
31 Mar 2024
SEC evidence
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13F-HR File 028-16082

13F-HR filing

Filing date
29 Jan 2024
Reporting date
31 Dec 2023
SEC evidence
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13F-HR File 028-16082

13F-HR filing

Filing date
30 Oct 2023
Reporting date
30 Sep 2023
SEC evidence
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13F-HR/A File 028-16082

13F-HR/A filing

Filing date
02 Aug 2023
Reporting date
30 Jun 2023
SEC evidence
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13F-HR File 028-16082

13F-HR filing

Filing date
02 Aug 2023
Reporting date
30 Jun 2023
SEC evidence
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13F-HR File 028-16082

13F-HR filing

Filing date
03 May 2023
Reporting date
31 Mar 2023
SEC evidence
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13F-HR/A File 028-16082

13F-HR/A filing

Filing date
01 May 2023
Reporting date
31 Dec 2022
SEC evidence
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13F-HR File 028-16082

13F-HR filing

Filing date
14 Feb 2023
Reporting date
31 Dec 2022
SEC evidence
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13F-HR File 028-16082

13F-HR filing

Filing date
13 Dec 2022
Reporting date
30 Sep 2022
SEC evidence
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13F-HR File 028-16082

13F-HR filing

Filing date
14 Nov 2022
Reporting date
30 Sep 2011
SEC evidence
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13F-HR File 028-16082

13F-HR filing

Filing date
11 Aug 2022
Reporting date
30 Jun 2022
SEC evidence
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13F-HR File 028-16082

13F-HR filing

Filing date
16 May 2022
Reporting date
31 Mar 2022
SEC evidence
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13F-HR File 028-16082

13F-HR filing

Filing date
11 Feb 2022
Reporting date
31 Dec 2021
SEC evidence
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13F-HR/A File 028-16082

13F-HR/A filing

Filing date
01 Nov 2021
Reporting date
30 Sep 2021
SEC evidence
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13F-HR File 028-16082

13F-HR filing

Filing date
25 Oct 2021
Reporting date
30 Sep 2021
SEC evidence
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13F-HR File 028-16082

13F-HR filing

Filing date
19 Jul 2021
Reporting date
30 Jun 2021
SEC evidence
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13F-HR File 028-16082

13F-HR filing

Filing date
17 May 2021
Reporting date
31 Mar 2021
SEC evidence
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13F-HR File 028-16082

13F-HR filing

Filing date
28 Jan 2021
Reporting date
31 Dec 2020
SEC evidence
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13F-HR File 028-16082

13F-HR filing

Filing date
03 Nov 2020
Reporting date
30 Sep 2020
SEC evidence
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13F-HR File 028-16082

13F-HR filing

Filing date
29 Jul 2020
Reporting date
30 Jun 2020
SEC evidence
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13F-HR File 028-16082

13F-HR filing

Filing date
17 Apr 2020
Reporting date
31 Mar 2020
SEC evidence
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13F-HR File 028-16082

13F-HR filing

Filing date
13 Jan 2020
Reporting date
31 Dec 2019
SEC evidence
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13F-HR File 028-16082

13F-HR filing

Filing date
25 Oct 2019
Reporting date
30 Sep 2019
SEC evidence
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13F-HR File 028-16082

13F-HR filing

Filing date
05 Aug 2019
Reporting date
30 Jun 2019
SEC evidence
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13F-HR File 028-16082

13F-HR filing

Filing date
15 May 2019
Reporting date
31 Mar 2019
SEC evidence
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13F-HR File 028-16082

13F-HR filing

Filing date
11 Feb 2019
Reporting date
31 Dec 2018
SEC evidence
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13F-HR File 028-16082

13F-HR filing

Filing date
13 Nov 2018
Reporting date
30 Sep 2018
SEC evidence
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13F-HR/A File 028-16082

13F-HR/A filing

Filing date
09 Aug 2018
Reporting date
30 Jun 2018
SEC evidence
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13F-HR/A File 028-16082

13F-HR/A filing

Filing date
08 Aug 2018
Reporting date
30 Jun 2018
SEC evidence
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13F-HR File 028-16082

13F-HR filing

Filing date
07 Aug 2018
Reporting date
30 Jun 2018
SEC evidence
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13F-HR File 028-16082

13F-HR filing

Filing date
15 May 2018
Reporting date
31 Mar 2018
SEC evidence
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13F-HR File 028-16082

13F-HR filing

Filing date
14 Feb 2018
Reporting date
31 Dec 2017
SEC evidence
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13F-HR File 028-16082

13F-HR filing

Filing date
05 Dec 2017
Reporting date
30 Sep 2017
SEC evidence
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13F-HR File 028-16082

13F-HR filing

Filing date
12 Sep 2017
Reporting date
30 Jun 2017
SEC evidence
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13F-HR File 028-16082

13F-HR filing

Filing date
06 Jun 2017
Reporting date
31 Mar 2017
SEC evidence
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13F-HR File 028-16082

13F-HR filing

Filing date
07 Mar 2017
Reporting date
31 Dec 2016
SEC evidence
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13F-HR File 028-16082

13F-HR filing

Filing date
16 Nov 2016
Reporting date
30 Sep 2016
SEC evidence
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13F-HR File 028-16082

13F-HR filing

Filing date
19 Aug 2016
Reporting date
30 Jun 2016
SEC evidence
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13F-HR File 028-16082

13F-HR filing

Filing date
03 Jun 2016
Reporting date
31 Mar 2016
SEC evidence
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13F-HR File 028-16082

13F-HR filing

Filing date
04 Mar 2016
Reporting date
31 Dec 2015
SEC evidence
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13F-HR File 028-16082

13F-HR filing

Filing date
02 Dec 2015
Reporting date
30 Sep 2015
SEC evidence
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13F-HR File 028-16082

13F-HR filing

Filing date
31 Aug 2015
Reporting date
30 Jun 2015
SEC evidence
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13F-HR File 028-16082

13F-HR filing

Filing date
11 May 2015
Reporting date
31 Mar 2015
SEC evidence
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13F-HR File 028-16082

13F-HR filing

Filing date
18 Feb 2015
Reporting date
31 Dec 2014
SEC evidence
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13F-HR File 028-16082

13F-HR filing

Filing date
17 Nov 2014
Reporting date
30 Sep 2014
SEC evidence
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13F-HR File 028-16082

13F-HR filing

Filing date
12 Aug 2014
Reporting date
30 Jun 2014
SEC evidence
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13F-HR File 028-16082

13F-HR filing

Filing date
12 May 2014
Reporting date
31 Mar 2014
SEC evidence
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13F-HR File 028-16082

13F-HR filing

Filing date
18 Feb 2014
Reporting date
31 Dec 2013
SEC evidence
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About this filer

Perigon Wealth Management, LLC files with the SEC under CIK 0001575239. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.
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