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Perennial Investment Advisors, LLC: AIQ position timeline

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

Perennial Investment Advisors, LLC held 96,918 AIQ 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 96,918 shares
    Change vs previous 13F -1,246 shares

    0.42% of the 13F portfolio, value $6,359,243.

    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 98,164 shares
    Change vs previous 13F -2,489 shares

    0.37% of the 13F portfolio, value $4,581,630.

    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 100,653 shares
    Change vs previous 13F +261 shares

    0.4% of the 13F portfolio, value $5,119,405.

    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 100,392 shares
    Change vs previous 13F +21,440 shares

    0.41% of the 13F portfolio, value $4,958,599.

    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 78,952 shares
    Change vs previous 13F +4,006 shares

    0.33% of the 13F portfolio, value $3,449,453.

    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 74,946 shares
    Change vs previous 13F +8,547 shares

    0.31% of the 13F portfolio, value $2,726,575.

    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 66,399 shares
    Change vs previous 13F +29,054 shares

    0.3% of the 13F portfolio, value $2,565,662.

    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 37,345 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,388,115.

    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).