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Perennial Investment Advisors, LLC: CLM position timeline

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

Perennial Investment Advisors, LLC held 484,530 CLM 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 484,530 shares
    Change vs previous 13F +8,764 shares

    0.24% of the 13F portfolio, value $3,663,047.

    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 475,766 shares
    Change vs previous 13F +10,202 shares

    0.28% of the 13F portfolio, value $3,463,570.

    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 465,564 shares
    Change vs previous 13F +10,661 shares

    0.31% of the 13F portfolio, value $3,892,093.

    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 454,903 shares
    Change vs previous 13F +3,675 shares

    0.31% of the 13F portfolio, value $3,766,604.

    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 451,228 shares
    Change vs previous 13F +14,271 shares

    0.36% of the 13F portfolio, value $3,663,994.

    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 436,957 shares
    Change vs previous 13F +2,280 shares

    0.37% of the 13F portfolio, value $3,246,584.

    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 434,677 shares
    Change vs previous 13F +24,134 shares

    0.44% of the 13F portfolio, value $3,733,867.

    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 410,543 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $3,152,961.

    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).