Hennessy Advisors shares owned by Perigon Wealth Management
Quarter-by-quarter ownership of Hennessy Advisors (HNNA) shares owned by Perigon Wealth Management
from 13F filings
Historical chart of Perigon Wealth Management investment in Hennessy Advisors
Tip: Access up to 7 years of quarterly data
All positions including Hennessy Advisors held by Perigon Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Hennessy Advisors by Perigon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $672k | 64k | 10.53 |
| 2025-06-30 | $804k | 64k | 12.60 |
| 2025-03-31 | $635k | 64k | 9.96 |
| 2024-12-31 | $778k | 64k | 12.19 |
| 2024-09-30 | $477k | 48k | 9.95 |
| 2024-06-30 | $344k | 48k | 7.12 |
| 2024-03-31 | $331k | 48k | 6.90 |
| 2023-12-31 | $322k | 48k | 6.71 |
| 2023-09-30 | $111k | 16k | 6.80 |
| 2023-06-30 | $123k | 17k | 7.08 |