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Perennial Advisors, LLC: COST position timeline

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

Perennial Advisors, LLC held 13,066 COST 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 13,066 shares
    Change vs previous 13F -203 shares

    1.78% of the 13F portfolio, value $11,894,061.

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

  2. period ended2026-06-30
    13F 13,269 shares
    Change vs previous 13F -233 shares

    1.91% of the 13F portfolio, value $12,413,119.

    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 13,502 shares
    Change vs previous 13F +123 shares

    2.29% of the 13F portfolio, value $13,454,077.

    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 13,379 shares
    Change vs previous 13F +128 shares

    1.93% of the 13F portfolio, value $11,536,827.

    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 13,251 shares
    Change vs previous 13F +46 shares

    2.12% of the 13F portfolio, value $12,265,891.

    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 13,205 shares
    Change vs previous 13F -25 shares

    2.43% of the 13F portfolio, value $13,072,418.

    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 13,230 shares
    Change vs previous 13F -484 shares

    2.5% of the 13F portfolio, value $12,512,803.

    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 13,714 shares
    Change vs previous 13F not available

    2.73% of the 13F portfolio, value $12,565,802.

    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).