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Perennial Advisors, LLC: SHY position timeline

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

Perennial Advisors, LLC held 50,376 SHY 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 50,376 shares
    Change vs previous 13F +4,288 shares

    0.61% of the 13F portfolio, value $4,090,532.

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

  2. period ended2026-06-30
    13F 46,088 shares
    Change vs previous 13F +1,335 shares

    0.58% of the 13F portfolio, value $3,784,286.

    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 44,753 shares
    Change vs previous 13F +2,287 shares

    0.63% of the 13F portfolio, value $3,695,256.

    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 42,466 shares
    Change vs previous 13F +4,661 shares

    0.59% of the 13F portfolio, value $3,517,035.

    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 37,805 shares
    Change vs previous 13F +3,771 shares

    0.54% of the 13F portfolio, value $3,136,303.

    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 34,034 shares
    Change vs previous 13F +1,618 shares

    0.52% of the 13F portfolio, value $2,820,058.

    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 32,416 shares
    Change vs previous 13F +9,215 shares

    0.53% of the 13F portfolio, value $2,681,776.

    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 23,201 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,902,018.

    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).