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Perennial Advisors, LLC: SPYM position timeline

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

Perennial Advisors, LLC held 164,103 SPYM 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 164,103 shares
    Change vs previous 13F +23,878 shares

    2.2% of the 13F portfolio, value $14,729,911.

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

  2. period ended2026-06-30
    13F 140,225 shares
    Change vs previous 13F +45,171 shares

    1.9% of the 13F portfolio, value $12,322,973.

    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 95,054 shares
    Change vs previous 13F -5,727 shares

    1.24% of the 13F portfolio, value $7,275,434.

    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 100,781 shares
    Change vs previous 13F +41,423 shares

    1.36% of the 13F portfolio, value $8,084,652.

    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 59,358 shares
    Change vs previous 13F +15,950 shares

    0.81% of the 13F portfolio, value $4,650,106.

    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 43,408 shares
    Change vs previous 13F +24,525 shares

    0.59% of the 13F portfolio, value $3,155,328.

    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 18,883 shares
    Change vs previous 13F -6,637 shares

    0.25% of the 13F portfolio, value $1,241,747.

    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 25,520 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,759,349.

    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).