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Perennial Investment Advisors, LLC: CLIP position timeline

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

Perennial Investment Advisors, LLC held 84,691 CLIP 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 84,691 shares
    Change vs previous 13F -4,984 shares

    0.57% of the 13F portfolio, value $8,497,834.

    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 89,675 shares
    Change vs previous 13F -8,083 shares

    0.72% of the 13F portfolio, value $8,999,819.

    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 97,758 shares
    Change vs previous 13F -11,444 shares

    0.77% of the 13F portfolio, value $9,786,613.

    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 109,202 shares
    Change vs previous 13F +17,929 shares

    0.91% of the 13F portfolio, value $10,966,130.

    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 91,273 shares
    Change vs previous 13F +1,337 shares

    0.89% of the 13F portfolio, value $9,165,789.

    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 89,936 shares
    Change vs previous 13F -11,982 shares

    1.02% of the 13F portfolio, value $9,033,241.

    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 101,918 shares
    Change vs previous 13F +34,364 shares

    1.2% of the 13F portfolio, value $10,202,069.

    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 67,554 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $6,789,226.

    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).