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Perennial Investment Advisors, LLC: CGDV position timeline

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

Perennial Investment Advisors, LLC held 196,110 CGDV 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 196,110 shares
    Change vs previous 13F +44,029 shares

    0.64% of the 13F portfolio, value $9,664,330.

    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 152,081 shares
    Change vs previous 13F +13,786 shares

    0.52% of the 13F portfolio, value $6,469,585.

    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 138,295 shares
    Change vs previous 13F +28,794 shares

    0.48% of the 13F portfolio, value $6,035,257.

    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 109,501 shares
    Change vs previous 13F +11,656 shares

    0.38% of the 13F portfolio, value $4,602,430.

    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 97,845 shares
    Change vs previous 13F +85,795 shares

    0.37% of the 13F portfolio, value $3,863,916.

    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 12,050 shares
    Change vs previous 13F -18,536 shares

    0.05% of the 13F portfolio, value $429,461.

    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 30,586 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,078,474.

    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).