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Perennial Investment Advisors, LLC: FVD position timeline

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

Perennial Investment Advisors, LLC held 27,267 FVD 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 27,267 shares
    Change vs previous 13F -2,672 shares

    0.09% of the 13F portfolio, value $1,313,655.

    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 29,939 shares
    Change vs previous 13F -9,400 shares

    0.11% of the 13F portfolio, value $1,408,017.

    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 39,339 shares
    Change vs previous 13F -4,477 shares

    0.14% of the 13F portfolio, value $1,812,639.

    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 43,816 shares
    Change vs previous 13F -2,610 shares

    0.17% of the 13F portfolio, value $2,026,101.

    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 46,426 shares
    Change vs previous 13F -10,122 shares

    0.2% of the 13F portfolio, value $2,075,255.

    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 56,548 shares
    Change vs previous 13F -6,157 shares

    0.28% of the 13F portfolio, value $2,521,527.

    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 62,705 shares
    Change vs previous 13F -10,647 shares

    0.32% of the 13F portfolio, value $2,736,519.

    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 73,352 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $3,336,778.

    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).