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Perennial Investment Advisors, LLC: COWZ position timeline

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

Perennial Investment Advisors, LLC held 181,310 COWZ 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 181,310 shares
    Change vs previous 13F -1,149 shares

    0.75% of the 13F portfolio, value $11,277,486.

    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 182,459 shares
    Change vs previous 13F +2,802 shares

    0.91% of the 13F portfolio, value $11,414,579.

    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 179,657 shares
    Change vs previous 13F -4,987 shares

    0.85% of the 13F portfolio, value $10,810,154.

    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 184,644 shares
    Change vs previous 13F +8,768 shares

    0.88% of the 13F portfolio, value $10,611,670.

    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 175,876 shares
    Change vs previous 13F +16,459 shares

    0.94% of the 13F portfolio, value $9,690,847.

    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 159,417 shares
    Change vs previous 13F +13,128 shares

    0.98% of the 13F portfolio, value $8,729,738.

    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 146,289 shares
    Change vs previous 13F +30,979 shares

    0.97% of the 13F portfolio, value $8,262,451.

    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 115,310 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $6,668,361.

    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).