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Perennial Investment Advisors, LLC: DBMF position timeline

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

Perennial Investment Advisors, LLC held 82,444 DBMF 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 82,444 shares
    Change vs previous 13F -6,693 shares

    0.17% of the 13F portfolio, value $2,523,615.

    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 89,137 shares
    Change vs previous 13F +13,192 shares

    0.21% of the 13F portfolio, value $2,687,530.

    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 75,945 shares
    Change vs previous 13F +26,080 shares

    0.17% of the 13F portfolio, value $2,131,069.

    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 49,865 shares
    Change vs previous 13F +4,937 shares

    0.11% of the 13F portfolio, value $1,361,862.

    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 44,928 shares
    Change vs previous 13F +19,028 shares

    0.11% of the 13F portfolio, value $1,156,053.

    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 25,900 shares
    Change vs previous 13F +12,364 shares

    0.07% of the 13F portfolio, value $654,239.

    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 13,536 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $354,084.

    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).