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Perennial Advisors, LLC: WFC position timeline

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

Perennial Advisors, LLC held 9,488 WFC 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 9,488 shares
    Change vs previous 13F +4 shares

    0.11% of the 13F portfolio, value $759,483.

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

  2. period ended2026-06-30
    13F 9,484 shares
    Change vs previous 13F +4 shares

    0.12% of the 13F portfolio, value $783,733.

    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 9,480 shares
    Change vs previous 13F -646 shares

    0.13% of the 13F portfolio, value $754,684.

    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 10,126 shares
    Change vs previous 13F +4 shares

    0.16% of the 13F portfolio, value $943,743.

    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 10,122 shares
    Change vs previous 13F +3 shares

    0.15% of the 13F portfolio, value $848,466.

    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 10,119 shares
    Change vs previous 13F +4 shares

    0.15% of the 13F portfolio, value $810,718.

    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 10,115 shares
    Change vs previous 13F -147 shares

    0.14% of the 13F portfolio, value $726,169.

    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 10,262 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $720,790.

    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).