Skip to content
Disclosery

Perennial Investment Advisors, LLC: AGG position timeline

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

Perennial Investment Advisors, LLC held 13,860 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,860 shares
    Change vs previous 13F +2,109 shares

    0.09% of the 13F portfolio, value $1,371,776.

    13F-HR 0001941040-26-000626 filed by Perennial Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 11,751 shares
    Change vs previous 13F +1,134 shares

    0.09% of the 13F portfolio, value $1,166,655.

    13F-HR 0001941040-26-000370 filed by Perennial Investment 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 ended2025-12-31
    13F 10,617 shares
    Change vs previous 13F +670 shares

    0.08% of the 13F portfolio, value $1,060,373.

    13F-HR 0001941040-26-000166 filed by Perennial Investment 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 ended2025-09-30
    13F 9,947 shares
    Change vs previous 13F +425 shares

    0.08% of the 13F portfolio, value $997,229.

    13F-HR 0001941040-25-000648 filed by Perennial Investment 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 ended2025-06-30
    13F 9,522 shares
    Change vs previous 13F -199 shares

    0.09% of the 13F portfolio, value $944,589.

    13F-HR 0001941040-25-000476 filed by Perennial Investment 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 ended2025-03-31
    13F 9,721 shares
    Change vs previous 13F +480 shares

    0.11% of the 13F portfolio, value $961,639.

    13F-HR 0001941040-25-000315 filed by Perennial Investment 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 ended2024-12-31
    13F 9,241 shares
    Change vs previous 13F +1,018 shares

    0.11% of the 13F portfolio, value $895,415.

    13F-HR 0001941040-25-000138 filed by Perennial Investment 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 ended2024-09-30
    13F 8,223 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $832,798.

    13F-HR 0001941040-24-000520 filed by Perennial Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).