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Perennial Investment Advisors, LLC: ESGE position timeline

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

Perennial Investment Advisors, LLC held 28,674 ESGE 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 28,674 shares
    Change vs previous 13F -7,149 shares

    0.1% of the 13F portfolio, value $1,568,031.

    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 35,823 shares
    Change vs previous 13F +5,421 shares

    0.13% of the 13F portfolio, value $1,628,787.

    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 30,402 shares
    Change vs previous 13F +1,303 shares

    0.11% of the 13F portfolio, value $1,342,798.

    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 29,099 shares
    Change vs previous 13F +429 shares

    0.1% of the 13F portfolio, value $1,263,364.

    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 28,670 shares
    Change vs previous 13F +872 shares

    0.11% of the 13F portfolio, value $1,122,942.

    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 27,798 shares
    Change vs previous 13F +8,490 shares

    0.11% of the 13F portfolio, value $971,502.

    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 19,308 shares
    Change vs previous 13F +1,818 shares

    0.08% of the 13F portfolio, value $644,606.

    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 17,490 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $636,816.

    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).