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Perennial Investment Advisors, LLC: DGRO position timeline

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

Perennial Investment Advisors, LLC held 58,559 DGRO 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 58,559 shares
    Change vs previous 13F +22,050 shares

    0.3% of the 13F portfolio, value $4,438,187.

    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 36,509 shares
    Change vs previous 13F -4,655 shares

    0.2% of the 13F portfolio, value $2,562,368.

    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 41,164 shares
    Change vs previous 13F -2,413 shares

    0.23% of the 13F portfolio, value $2,857,462.

    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 43,577 shares
    Change vs previous 13F +2,762 shares

    0.25% of the 13F portfolio, value $2,966,780.

    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 40,815 shares
    Change vs previous 13F +5,360 shares

    0.25% of the 13F portfolio, value $2,609,777.

    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 35,455 shares
    Change vs previous 13F +7,166 shares

    0.25% of the 13F portfolio, value $2,190,378.

    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 28,289 shares
    Change vs previous 13F -1,629 shares

    0.2% of the 13F portfolio, value $1,735,333.

    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 29,918 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,875,628.

    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).