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Perennial Advisors, LLC: MA position timeline

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

Perennial Advisors, LLC held 24,387 MA 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 24,387 shares
    Change vs previous 13F -496 shares

    2.01% of the 13F portfolio, value $13,448,781.

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

  2. period ended2026-06-30
    13F 24,883 shares
    Change vs previous 13F -277 shares

    1.97% of the 13F portfolio, value $12,779,839.

    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 25,160 shares
    Change vs previous 13F +263 shares

    2.14% of the 13F portfolio, value $12,571,547.

    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 24,897 shares
    Change vs previous 13F +473 shares

    2.38% of the 13F portfolio, value $14,213,216.

    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 24,424 shares
    Change vs previous 13F -13 shares

    2.41% of the 13F portfolio, value $13,892,483.

    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 24,437 shares
    Change vs previous 13F -1,179 shares

    2.55% of the 13F portfolio, value $13,731,849.

    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 25,616 shares
    Change vs previous 13F -162 shares

    2.8% of the 13F portfolio, value $14,040,602.

    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 25,778 shares
    Change vs previous 13F not available

    2.95% of the 13F portfolio, value $13,573,925.

    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).