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Perennial Advisors, LLC: FDX position timeline

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

Perennial Advisors, LLC held 25,707 FDX shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,707 shares
    Change vs previous 13F -1,132 shares

    1.24% of the 13F portfolio, value $8,049,997.

    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).

  2. period ended2026-03-31
    13F 26,839 shares
    Change vs previous 13F -554 shares

    1.63% of the 13F portfolio, value $9,560,028.

    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).

  3. period ended2025-12-31
    13F 27,393 shares
    Change vs previous 13F +551 shares

    1.33% of the 13F portfolio, value $7,913,232.

    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).

  4. period ended2025-09-30
    13F 26,842 shares
    Change vs previous 13F +295 shares

    1.1% of the 13F portfolio, value $6,330,034.

    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).

  5. period ended2025-06-30
    13F 26,547 shares
    Change vs previous 13F +129 shares

    1.12% of the 13F portfolio, value $6,034,703.

    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).

  6. period ended2025-03-31
    13F 26,418 shares
    Change vs previous 13F +362 shares

    1.28% of the 13F portfolio, value $6,440,598.

    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).

  7. period ended2024-12-31
    13F 26,056 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $7,330,625.

    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).