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Perennial Investment Advisors, LLC: EFIV position timeline

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

Perennial Investment Advisors, LLC held 26,498 EFIV 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 26,498 shares
    Change vs previous 13F -4,291 shares

    0.13% of the 13F portfolio, value $1,932,513.

    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 30,789 shares
    Change vs previous 13F +8,344 shares

    0.16% of the 13F portfolio, value $1,942,302.

    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 22,445 shares
    Change vs previous 13F +922 shares

    0.12% of the 13F portfolio, value $1,484,583.

    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 21,523 shares
    Change vs previous 13F +861 shares

    0.11% of the 13F portfolio, value $1,368,602.

    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 20,662 shares
    Change vs previous 13F +1,433 shares

    0.12% of the 13F portfolio, value $1,209,996.

    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 19,229 shares
    Change vs previous 13F +8,741 shares

    0.12% of the 13F portfolio, value $1,028,658.

    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 10,488 shares
    Change vs previous 13F +1,832 shares

    0.07% of the 13F portfolio, value $592,447.

    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 8,656 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $482,640.

    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).