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Perennial Investment Advisors, LLC: ISCG position timeline

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

Perennial Investment Advisors, LLC held 33,999 ISCG 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 33,999 shares
    Change vs previous 13F +1,692 shares

    0.15% of the 13F portfolio, value $2,228,296.

    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 32,307 shares
    Change vs previous 13F -62 shares

    0.14% of the 13F portfolio, value $1,770,448.

    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 32,369 shares
    Change vs previous 13F +1,167 shares

    0.14% of the 13F portfolio, value $1,795,189.

    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 31,202 shares
    Change vs previous 13F +922 shares

    0.14% of the 13F portfolio, value $1,694,577.

    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 30,280 shares
    Change vs previous 13F +7,579 shares

    0.15% of the 13F portfolio, value $1,506,727.

    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 22,701 shares
    Change vs previous 13F +2,831 shares

    0.12% of the 13F portfolio, value $1,022,710.

    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 19,870 shares
    Change vs previous 13F +1,380 shares

    0.12% of the 13F portfolio, value $982,772.

    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 18,490 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $905,255.

    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).