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Disclosery

Perennial Advisors, LLC: XLF position timeline

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

Perennial Advisors, LLC held 20,894 XLF 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 20,894 shares
    Change vs previous 13F +1,623 shares

    0.17% of the 13F portfolio, value $1,115,740.

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

  2. period ended2026-06-30
    13F 19,271 shares
    Change vs previous 13F -143 shares

    0.16% of the 13F portfolio, value $1,033,119.

    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 19,414 shares
    Change vs previous 13F +12,116 shares

    0.16% of the 13F portfolio, value $958,470.

    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 7,298 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $399,712.

    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 7,298 shares
    Change vs previous 13F +300 shares

    0.07% of the 13F portfolio, value $393,144.

    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 6,998 shares
    Change vs previous 13F -200 shares

    0.07% of the 13F portfolio, value $366,486.

    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 7,198 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $358,533.

    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).