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Perigon Wealth Management, LLC → TFSL
Perigon Wealth Management, LLC TFSL Position History
TFS Financial Corporation
Quarters held
4
Latest value
$250K
Q3 2026
Peak value
$272K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $161K |
| Q1 2026 | $193K |
| Q2 2026 | $272K |
| Q3 2026 | $250K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $250K | 15.4K | — | — |
| Q2 2026 | $272K | 15.4K | — | — |
| Q1 2026 | $193K | 13.7K | — | — |
| Q4 2025 | $161K | 12.0K | — | — |