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Perennial Advisors, LLC: FLOT position timeline

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

Perennial Advisors, LLC held 189,074 FLOT 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 189,074 shares
    Change vs previous 13F +6,833 shares

    1.44% of the 13F portfolio, value $9,652,231.

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

  2. period ended2026-06-30
    13F 182,241 shares
    Change vs previous 13F +3,332 shares

    1.43% of the 13F portfolio, value $9,303,407.

    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 178,909 shares
    Change vs previous 13F +7,718 shares

    1.55% of the 13F portfolio, value $9,115,417.

    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 171,191 shares
    Change vs previous 13F +7,930 shares

    1.46% of the 13F portfolio, value $8,706,778.

    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 163,261 shares
    Change vs previous 13F +2,282 shares

    1.44% of the 13F portfolio, value $8,340,192.

    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 160,979 shares
    Change vs previous 13F -2,221 shares

    1.53% of the 13F portfolio, value $8,213,152.

    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 163,200 shares
    Change vs previous 13F +16,573 shares

    1.66% of the 13F portfolio, value $8,331,364.

    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 146,627 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $7,460,385.

    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).