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Perennial Advisors, LLC: VXF position timeline

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

Perennial Advisors, LLC held 4,211 VXF 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 4,211 shares
    Change vs previous 13F -33 shares

    0.15% of the 13F portfolio, value $975,394.

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

  2. period ended2026-06-30
    13F 4,244 shares
    Change vs previous 13F -50 shares

    0.16% of the 13F portfolio, value $1,044,916.

    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 4,294 shares
    Change vs previous 13F +178 shares

    0.15% of the 13F portfolio, value $883,706.

    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 4,116 shares
    Change vs previous 13F +222 shares

    0.14% of the 13F portfolio, value $860,738.

    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 3,894 shares
    Change vs previous 13F +21 shares

    0.14% of the 13F portfolio, value $815,170.

    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 3,873 shares
    Change vs previous 13F +59 shares

    0.14% of the 13F portfolio, value $746,366.

    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 3,814 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $657,081.

    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).