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Perennial Advisors, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Perennial Advisors, LLC on AAPL, newest first. How the timeline and the estimate are built.

Perennial Advisors, LLC held 120,246 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 120,246 shares
    Change vs previous 13F -1,284 shares

    5.98% of the 13F portfolio, value $40,044,423.

    13F-HR 0001697360-26-000005 filed by Perennial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 121,530 shares
    Change vs previous 13F -1,016 shares

    5.42% of the 13F portfolio, value $35,165,867.

    13F-HR 0001697360-26-000003 filed by Perennial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 122,546 shares
    Change vs previous 13F +568 shares

    5.3% of the 13F portfolio, value $31,100,868.

    13F-HR 0001697360-26-000002 filed by Perennial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 121,978 shares
    Change vs previous 13F +535 shares

    5.56% of the 13F portfolio, value $33,161,058.

    13F-HR 0001697360-26-000001 filed by Perennial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 121,443 shares
    Change vs previous 13F +148 shares

    5.36% of the 13F portfolio, value $30,923,092.

    13F-HR 0001697360-25-000006 filed by Perennial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 121,295 shares
    Change vs previous 13F -2,725 shares

    4.62% of the 13F portfolio, value $24,886,082.

    13F-HR 0001697360-25-000003 filed by Perennial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 124,020 shares
    Change vs previous 13F -1,801 shares

    5.5% of the 13F portfolio, value $27,548,647.

    13F-HR 0001697360-25-000002 filed by Perennial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 125,821 shares
    Change vs previous 13F not available

    6.86% of the 13F portfolio, value $31,508,092.

    13F-HR 0001697360-25-000001 filed by Perennial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).