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Perennial Advisors, LLC: VCSH position timeline

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

Perennial Advisors, LLC held 78,880 VCSH shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 78,880 shares
    Change vs previous 13F -1,236 shares

    0.96% of the 13F portfolio, value $6,233,859.

    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).

  2. period ended2026-03-31
    13F 80,116 shares
    Change vs previous 13F -2,526 shares

    1.08% of the 13F portfolio, value $6,350,768.

    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).

  3. period ended2025-12-31
    13F 82,642 shares
    Change vs previous 13F +1,562 shares

    1.1% of the 13F portfolio, value $6,589,019.

    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).

  4. period ended2025-09-30
    13F 81,080 shares
    Change vs previous 13F +1,296 shares

    1.12% of the 13F portfolio, value $6,480,697.

    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).

  5. period ended2025-06-30
    13F 79,784 shares
    Change vs previous 13F -769 shares

    1.18% of the 13F portfolio, value $6,342,801.

    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).

  6. period ended2025-03-31
    13F 80,553 shares
    Change vs previous 13F +7,449 shares

    1.27% of the 13F portfolio, value $6,358,827.

    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).

  7. period ended2024-12-31
    13F 73,104 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $5,702,816.

    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).