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Perennial Advisors, LLC: SPY position timeline

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

Perennial Advisors, LLC held 13,322 SPY 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 13,322 shares
    Change vs previous 13F +250 shares

    1.52% of the 13F portfolio, value $10,159,618.

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

  2. period ended2026-06-30
    13F 13,072 shares
    Change vs previous 13F +1,160 shares

    1.5% of the 13F portfolio, value $9,762,123.

    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 11,912 shares
    Change vs previous 13F -377 shares

    1.32% of the 13F portfolio, value $7,747,317.

    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 12,289 shares
    Change vs previous 13F +347 shares

    1.41% of the 13F portfolio, value $8,380,427.

    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 11,942 shares
    Change vs previous 13F -202 shares

    1.38% of the 13F portfolio, value $7,955,731.

    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 12,144 shares
    Change vs previous 13F +980 shares

    1.39% of the 13F portfolio, value $7,503,348.

    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 11,164 shares
    Change vs previous 13F +985 shares

    1.25% of the 13F portfolio, value $6,245,067.

    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 10,179 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $5,965,727.

    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).