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Perennial Advisors, LLC: META position timeline

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

Perennial Advisors, LLC held 16,394 META 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 16,394 shares
    Change vs previous 13F -522 shares

    1.42% of the 13F portfolio, value $9,234,577.

    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 16,916 shares
    Change vs previous 13F -1,033 shares

    1.65% of the 13F portfolio, value $9,678,152.

    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 17,949 shares
    Change vs previous 13F +1,587 shares

    1.99% of the 13F portfolio, value $11,847,956.

    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 16,362 shares
    Change vs previous 13F +3,611 shares

    2.08% of the 13F portfolio, value $12,015,926.

    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 12,751 shares
    Change vs previous 13F +2,127 shares

    1.75% of the 13F portfolio, value $9,411,386.

    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 10,624 shares
    Change vs previous 13F +6,706 shares

    1.22% of the 13F portfolio, value $6,123,249.

    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 3,918 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $2,294,029.

    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).