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Perennial Advisors, LLC: HD position timeline

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

Perennial Advisors, LLC held 14,431 HD 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 14,431 shares
    Change vs previous 13F -473 shares

    0.61% of the 13F portfolio, value $4,105,557.

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

  2. period ended2026-06-30
    13F 14,904 shares
    Change vs previous 13F -275 shares

    0.81% of the 13F portfolio, value $5,256,500.

    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 15,179 shares
    Change vs previous 13F +563 shares

    0.85% of the 13F portfolio, value $4,992,331.

    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 14,616 shares
    Change vs previous 13F +487 shares

    0.84% of the 13F portfolio, value $5,029,273.

    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 14,129 shares
    Change vs previous 13F +2 shares

    0.99% of the 13F portfolio, value $5,724,824.

    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 14,127 shares
    Change vs previous 13F -51 shares

    0.96% of the 13F portfolio, value $5,179,637.

    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 14,178 shares
    Change vs previous 13F -242 shares

    1.04% of the 13F portfolio, value $5,196,119.

    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 14,420 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $5,609,242.

    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).