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Perennial Advisors, LLC: VOO position timeline

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

Perennial Advisors, LLC held 1,476 VOO 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 1,476 shares
    Change vs previous 13F -118 shares

    0.15% of the 13F portfolio, value $1,034,470.

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

  2. period ended2026-06-30
    13F 1,594 shares
    Change vs previous 13F +347 shares

    0.17% of the 13F portfolio, value $1,094,776.

    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 1,247 shares
    Change vs previous 13F +5 shares

    0.13% of the 13F portfolio, value $745,145.

    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 1,242 shares
    Change vs previous 13F -627 shares

    0.13% of the 13F portfolio, value $778,896.

    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 1,869 shares
    Change vs previous 13F -8 shares

    0.2% of the 13F portfolio, value $1,144,539.

    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 1,877 shares
    Change vs previous 13F -3 shares

    0.2% of the 13F portfolio, value $1,066,193.

    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 1,880 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $966,151.

    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).