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Perennial Investment Advisors, LLC: IAGG position timeline

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

Perennial Investment Advisors, LLC held 109,023 IAGG 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 109,023 shares
    Change vs previous 13F +2,899 shares

    0.37% of the 13F portfolio, value $5,516,755.

    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 106,124 shares
    Change vs previous 13F +35,700 shares

    0.42% of the 13F portfolio, value $5,310,485.

    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 70,424 shares
    Change vs previous 13F +2,028 shares

    0.28% of the 13F portfolio, value $3,521,937.

    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 68,396 shares
    Change vs previous 13F +2,760 shares

    0.29% of the 13F portfolio, value $3,503,920.

    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 65,636 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $3,353,369.

    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).