Back to ZETA
Perigon Wealth Management, LLC → ZETA
Perigon Wealth Management, LLC ZETA Position History
Zeta Global Holdings Corp. • Technology
Quarters held
8
Latest value
$1.2M
Q3 2026
Peak value
$1.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $252K |
| Q4 2025 | $93K |
| Q1 2026 | $423K |
| Q1 2026 | $56K |
| Q2 2026 | $651K |
| Q2 2026 | $244K |
| Q3 2026 | $281K |
| Q3 2026 | $1.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.2M | 37.4K | — | — |
| Q3 2026 | $281K | 8.9K | — | — |
| Q2 2026 | $244K | 12.4K | — | — |
| Q2 2026 | $651K | 33.1K | — | — |
| Q1 2026 | $56K | 12.4K | — | — |
| Q1 2026 | $423K | 26.6K | — | — |
| Q4 2025 | $93K | 11.6K | — | — |
| Q4 2025 | $252K | 12.4K | — | — |
Other funds holding ZETA
$436M
$401.2M
$372.4M
$294M
$124.9M
$118.7M
$105.9M