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Perennial Investment Advisors, LLC: IVV position timeline

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

Perennial Investment Advisors, LLC held 20,032 IVV 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 20,032 shares
    Change vs previous 13F -4,105 shares

    1% of the 13F portfolio, value $15,002,376.

    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 24,137 shares
    Change vs previous 13F +10,575 shares

    1.26% of the 13F portfolio, value $15,767,294.

    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 13,562 shares
    Change vs previous 13F -162 shares

    0.73% of the 13F portfolio, value $9,289,160.

    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 13,724 shares
    Change vs previous 13F +52 shares

    0.76% of the 13F portfolio, value $9,184,909.

    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 13,672 shares
    Change vs previous 13F -4,406 shares

    0.82% of the 13F portfolio, value $8,489,622.

    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 18,078 shares
    Change vs previous 13F -6,639 shares

    1.14% of the 13F portfolio, value $10,159,131.

    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 24,717 shares
    Change vs previous 13F +1,463 shares

    1.72% of the 13F portfolio, value $14,554,468.

    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 23,254 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $13,417,048.

    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).