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Perennial Investment Advisors, LLC: FPE position timeline

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

Perennial Investment Advisors, LLC held 113,337 FPE 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 113,337 shares
    Change vs previous 13F +6,860 shares

    0.14% of the 13F portfolio, value $2,026,448.

    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 106,477 shares
    Change vs previous 13F -2,365 shares

    0.15% of the 13F portfolio, value $1,889,959.

    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 108,842 shares
    Change vs previous 13F +939 shares

    0.16% of the 13F portfolio, value $1,983,085.

    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 107,903 shares
    Change vs previous 13F +12,195 shares

    0.16% of the 13F portfolio, value $1,968,136.

    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 95,708 shares
    Change vs previous 13F +4,982 shares

    0.17% of the 13F portfolio, value $1,703,587.

    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 90,726 shares
    Change vs previous 13F +20,570 shares

    0.18% of the 13F portfolio, value $1,595,873.

    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 70,156 shares
    Change vs previous 13F +5,865 shares

    0.15% of the 13F portfolio, value $1,241,763.

    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 64,291 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,163,672.

    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).