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Perennial Advisors, LLC: MSFT position timeline

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

Perennial Advisors, LLC held 75,347 MSFT 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 75,347 shares
    Change vs previous 13F +72 shares

    4.33% of the 13F portfolio, value $28,105,935.

    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 75,275 shares
    Change vs previous 13F +957 shares

    4.74% of the 13F portfolio, value $27,864,518.

    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 74,318 shares
    Change vs previous 13F +636 shares

    6.03% of the 13F portfolio, value $35,941,821.

    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 73,682 shares
    Change vs previous 13F +107 shares

    6.61% of the 13F portfolio, value $38,163,800.

    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 73,575 shares
    Change vs previous 13F -2,349 shares

    6.8% of the 13F portfolio, value $36,596,813.

    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 75,924 shares
    Change vs previous 13F +980 shares

    5.69% of the 13F portfolio, value $28,501,039.

    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 74,944 shares
    Change vs previous 13F not available

    6.88% of the 13F portfolio, value $31,588,874.

    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).