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Perennial Advisors, LLC: APD position timeline

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

Perennial Advisors, LLC held 2,078 APD 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 2,078 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $578,186.

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

  2. period ended2026-06-30
    13F 2,078 shares
    Change vs previous 13F -284 shares

    0.09% of the 13F portfolio, value $609,253.

    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 2,362 shares
    Change vs previous 13F -5,130 shares

    0.12% of the 13F portfolio, value $686,212.

    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 7,492 shares
    Change vs previous 13F -21,830 shares

    0.31% of the 13F portfolio, value $1,850,571.

    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 29,322 shares
    Change vs previous 13F -1,172 shares

    1.38% of the 13F portfolio, value $7,996,591.

    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 30,494 shares
    Change vs previous 13F +154 shares

    1.6% of the 13F portfolio, value $8,601,166.

    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 30,340 shares
    Change vs previous 13F +3,806 shares

    1.78% of the 13F portfolio, value $8,947,973.

    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 26,534 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $7,695,850.

    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).