CLOV β€” CLOVER HEALTH INVESTMENTS CO

Ownership history in Perigon Wealth Management, LLC  Β·  5 quarters on record

AI Ownership Summary

Perigon Wealth Management, LLC reported CLOVER HEALTH INVESTMENTS CO (CLOV) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. The latest visible filing shows CLOV at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CLOV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Perigon Wealth Management, LLC's position in CLOVER HEALTH INVESTMENTS CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CLOV was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Perigon Wealth Management, LLC held CLOV β€” position size vs. price
% of Fund (quarterly)    CLOV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 10,667 +572 +5.7% 0.00% $19K 2026-04-10 $1.93
2025 Q4 UNCHANGED 10,095 β€” 0% 0.00% $24K 2026-01-16 $2.54
2025 Q3 UNCHANGED 10,095 β€” 0% 0.00% $31K 2025-10-17 $2.71
2025 Q2 UNCHANGED 10,095 β€” 0% 0.00% $28K 2025-07-16 $3.02
2025 Q1 INITIATED 10,095 β€” β€” 0.00% $36K 2025-04-23 $3.46

FAQ About Perigon Wealth Management, LLC and CLOV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Perigon Wealth Management, LLC reported owning CLOV?

Perigon Wealth Management, LLC reported CLOV across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported CLOV position in Perigon Wealth Management, LLC's portfolio?

The largest reported portfolio weight for CLOV was 0.00% in 2025 Q1.

What is the latest reported CLOV position on this page?

The most recent filing on this page is 2026 Q1, when Perigon Wealth Management, LLC reported 10,667 shares, equal to 0.00% of portfolio, with an estimated market value of $19K.

What does the chart on this CLOV ownership page compare?

The chart compares Perigon Wealth Management, LLC's quarterly CLOV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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