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Perennial Investment Advisors, LLC: DIS position timeline

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

Perennial Investment Advisors, LLC held 13,898 DIS 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 13,898 shares
    Change vs previous 13F +116 shares

    0.09% of the 13F portfolio, value $1,337,606.

    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 13,782 shares
    Change vs previous 13F -609 shares

    0.11% of the 13F portfolio, value $1,328,231.

    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 14,391 shares
    Change vs previous 13F -543 shares

    0.13% of the 13F portfolio, value $1,637,127.

    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 14,934 shares
    Change vs previous 13F -3,056 shares

    0.14% of the 13F portfolio, value $1,709,975.

    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 17,990 shares
    Change vs previous 13F -83 shares

    0.22% of the 13F portfolio, value $2,231,265.

    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 18,073 shares
    Change vs previous 13F +2,208 shares

    0.2% of the 13F portfolio, value $1,783,887.

    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 15,865 shares
    Change vs previous 13F -359 shares

    0.21% of the 13F portfolio, value $1,766,641.

    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 16,224 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,560,597.

    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).