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Perennial Investment Advisors, LLC: LQD position timeline

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

Perennial Investment Advisors, LLC held 19,811 LQD 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 19,811 shares
    Change vs previous 13F +1,354 shares

    0.14% of the 13F portfolio, value $2,160,778.

    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 18,457 shares
    Change vs previous 13F -318 shares

    0.16% of the 13F portfolio, value $2,011,641.

    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 18,775 shares
    Change vs previous 13F -1,271 shares

    0.16% of the 13F portfolio, value $2,069,100.

    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 20,046 shares
    Change vs previous 13F +1,705 shares

    0.18% of the 13F portfolio, value $2,234,578.

    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 18,341 shares
    Change vs previous 13F +2,351 shares

    0.2% of the 13F portfolio, value $2,010,192.

    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 15,990 shares
    Change vs previous 13F +3,879 shares

    0.2% of the 13F portfolio, value $1,738,054.

    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 12,111 shares
    Change vs previous 13F +2,105 shares

    0.15% of the 13F portfolio, value $1,293,913.

    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 10,006 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,130,428.

    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).