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Perennial Advisors, LLC: VTI position timeline

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

Perennial Advisors, LLC held 26,097 VTI 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 26,097 shares
    Change vs previous 13F +6,063 shares

    1.46% of the 13F portfolio, value $9,766,636.

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

  2. period ended2026-06-30
    13F 20,034 shares
    Change vs previous 13F +3,133 shares

    1.14% of the 13F portfolio, value $7,413,339.

    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 16,901 shares
    Change vs previous 13F -1,123 shares

    0.92% of the 13F portfolio, value $5,421,908.

    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 18,024 shares
    Change vs previous 13F +608 shares

    1.01% of the 13F portfolio, value $6,042,897.

    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 17,416 shares
    Change vs previous 13F +42 shares

    0.99% of the 13F portfolio, value $5,715,500.

    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 17,374 shares
    Change vs previous 13F -423 shares

    0.98% of the 13F portfolio, value $5,280,513.

    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 17,797 shares
    Change vs previous 13F +1,922 shares

    0.98% of the 13F portfolio, value $4,891,358.

    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 15,875 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $4,600,851.

    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).