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Perennial Investment Advisors, LLC: HIMU position timeline

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

Perennial Investment Advisors, LLC held 38,884 HIMU 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 38,884 shares
    Change vs previous 13F -865 shares

    0.13% of the 13F portfolio, value $1,936,407.

    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 39,749 shares
    Change vs previous 13F -17,159 shares

    0.15% of the 13F portfolio, value $1,907,090.

    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 56,908 shares
    Change vs previous 13F +7,976 shares

    0.22% of the 13F portfolio, value $2,770,104.

    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 48,932 shares
    Change vs previous 13F +17,755 shares

    0.2% of the 13F portfolio, value $2,406,926.

    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 31,177 shares
    Change vs previous 13F +8,489 shares

    0.15% of the 13F portfolio, value $1,516,112.

    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 22,688 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,123,724.

    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).