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Perennial Advisors, LLC: V position timeline

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

Perennial Advisors, LLC held 36,802 V 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 36,802 shares
    Change vs previous 13F -1,040 shares

    1.98% of the 13F portfolio, value $13,224,233.

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

  2. period ended2026-06-30
    13F 37,842 shares
    Change vs previous 13F -727 shares

    2% of the 13F portfolio, value $12,983,267.

    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 38,569 shares
    Change vs previous 13F +683 shares

    1.99% of the 13F portfolio, value $11,657,034.

    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 37,886 shares
    Change vs previous 13F +885 shares

    2.23% of the 13F portfolio, value $13,287,045.

    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 37,001 shares
    Change vs previous 13F -21 shares

    2.19% of the 13F portfolio, value $12,631,366.

    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 37,022 shares
    Change vs previous 13F -1,128 shares

    2.44% of the 13F portfolio, value $13,144,681.

    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 38,150 shares
    Change vs previous 13F -369 shares

    2.67% of the 13F portfolio, value $13,370,132.

    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 38,519 shares
    Change vs previous 13F not available

    2.65% of the 13F portfolio, value $12,173,654.

    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).