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Perennial Investment Advisors, LLC: CGSD position timeline

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

Perennial Investment Advisors, LLC held 55,443 CGSD 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 55,443 shares
    Change vs previous 13F -2,156 shares

    0.1% of the 13F portfolio, value $1,426,570.

    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 57,599 shares
    Change vs previous 13F +3,955 shares

    0.12% of the 13F portfolio, value $1,485,479.

    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 53,644 shares
    Change vs previous 13F +19,680 shares

    0.11% of the 13F portfolio, value $1,395,247.

    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 33,964 shares
    Change vs previous 13F +5,394 shares

    0.07% of the 13F portfolio, value $882,382.

    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 28,570 shares
    Change vs previous 13F +3,280 shares

    0.07% of the 13F portfolio, value $740,997.

    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 25,290 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $652,716.

    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).