Skip to content
Disclosery

Perennial Advisors, LLC: SCHB position timeline

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

Perennial Advisors, LLC held 26,270 SCHB 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 26,270 shares
    Change vs previous 13F -1,080 shares

    0.12% of the 13F portfolio, value $769,980.

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

  2. period ended2026-06-30
    13F 27,350 shares
    Change vs previous 13F +369 shares

    0.12% of the 13F portfolio, value $792,059.

    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 26,981 shares
    Change vs previous 13F -25 shares

    0.12% of the 13F portfolio, value $677,230.

    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 27,006 shares
    Change vs previous 13F -238 shares

    0.12% of the 13F portfolio, value $708,368.

    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 27,244 shares
    Change vs previous 13F +57 shares

    0.12% of the 13F portfolio, value $700,452.

    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 27,187 shares
    Change vs previous 13F -272 shares

    0.12% of the 13F portfolio, value $647,875.

    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 27,459 shares
    Change vs previous 13F -2,640 shares

    0.12% of the 13F portfolio, value $591,201.

    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 30,099 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $683,244.

    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).