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Perennial Advisors, LLC: SMHI position timeline

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

Perennial Advisors, LLC held 45,709 SMHI 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 45,709 shares
    Change vs previous 13F -329 shares

    0.06% of the 13F portfolio, value $371,158.

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

  2. period ended2026-06-30
    13F 46,038 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $352,191.

    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 46,038 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $329,633.

    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 46,038 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $277,149.

    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 46,038 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $298,787.

    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 46,038 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $234,794.

    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 46,038 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $232,953.

    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 46,038 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $302,010.

    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).