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Perennial Investment Advisors, LLC: CPTL position timeline

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

Perennial Investment Advisors, LLC held 12,920 CPTL 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 12,920 shares
    Change vs previous 13F -2,563 shares

    0.04% of the 13F portfolio, value $606,983.

    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 15,483 shares
    Change vs previous 13F -9,244 shares

    0.05% of the 13F portfolio, value $643,269.

    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 24,727 shares
    Change vs previous 13F -2,300 shares

    0.08% of the 13F portfolio, value $1,073,735.

    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 27,027 shares
    Change vs previous 13F -1,286 shares

    0.1% of the 13F portfolio, value $1,166,221.

    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 28,313 shares
    Change vs previous 13F -3,864 shares

    0.11% of the 13F portfolio, value $1,143,268.

    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 32,177 shares
    Change vs previous 13F +7,471 shares

    0.14% of the 13F portfolio, value $1,199,131.

    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 24,706 shares
    Change vs previous 13F -3,066 shares

    0.11% of the 13F portfolio, value $965,802.

    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 27,772 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,087,039.

    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).