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Perennial Investment Advisors, LLC: HYG position timeline

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

Perennial Investment Advisors, LLC held 23,768 HYG 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 23,768 shares
    Change vs previous 13F +3,463 shares

    0.13% of the 13F portfolio, value $1,900,710.

    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 20,305 shares
    Change vs previous 13F -642 shares

    0.13% of the 13F portfolio, value $1,615,430.

    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 20,947 shares
    Change vs previous 13F +289 shares

    0.13% of the 13F portfolio, value $1,688,915.

    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 20,658 shares
    Change vs previous 13F +1,354 shares

    0.14% of the 13F portfolio, value $1,677,210.

    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 19,304 shares
    Change vs previous 13F +4,351 shares

    0.15% of the 13F portfolio, value $1,556,879.

    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 14,953 shares
    Change vs previous 13F +4,694 shares

    0.13% of the 13F portfolio, value $1,179,655.

    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 10,259 shares
    Change vs previous 13F +754 shares

    0.1% of the 13F portfolio, value $806,895.

    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 9,505 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $763,267.

    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).