Skip to content
Disclosery

Perennial Investment Advisors, LLC: IWS position timeline

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

Perennial Investment Advisors, LLC held 4,426 IWS 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 4,426 shares
    Change vs previous 13F -13 shares

    0.05% of the 13F portfolio, value $728,670.

    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 4,439 shares
    Change vs previous 13F -25 shares

    0.05% of the 13F portfolio, value $646,943.

    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 4,464 shares
    Change vs previous 13F -242 shares

    0.05% of the 13F portfolio, value $629,632.

    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 4,706 shares
    Change vs previous 13F -480 shares

    0.05% of the 13F portfolio, value $657,227.

    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 5,186 shares
    Change vs previous 13F -331 shares

    0.07% of the 13F portfolio, value $685,192.

    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 5,517 shares
    Change vs previous 13F +154 shares

    0.08% of the 13F portfolio, value $695,018.

    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 5,363 shares
    Change vs previous 13F +43 shares

    0.08% of the 13F portfolio, value $693,352.

    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 5,320 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $703,396.

    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).