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Perennial Advisors, LLC: VTEB position timeline

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

Perennial Advisors, LLC held 22,940 VTEB 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 22,940 shares
    Change vs previous 13F +343 shares

    0.16% of the 13F portfolio, value $1,086,439.

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

  2. period ended2026-06-30
    13F 22,597 shares
    Change vs previous 13F -401 shares

    0.18% of the 13F portfolio, value $1,142,957.

    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 22,998 shares
    Change vs previous 13F +361 shares

    0.2% of the 13F portfolio, value $1,147,371.

    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 22,637 shares
    Change vs previous 13F -95 shares

    0.19% of the 13F portfolio, value $1,138,415.

    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 22,732 shares
    Change vs previous 13F -631 shares

    0.2% of the 13F portfolio, value $1,138,192.

    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 23,363 shares
    Change vs previous 13F -2,687 shares

    0.21% of the 13F portfolio, value $1,145,488.

    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 26,050 shares
    Change vs previous 13F -1,020 shares

    0.26% of the 13F portfolio, value $1,292,601.

    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 27,070 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,357,020.

    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).