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Perennial Investment Advisors, LLC: LVHI position timeline

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

Perennial Investment Advisors, LLC held 67,314 LVHI 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 67,314 shares
    Change vs previous 13F -9,074 shares

    0.18% of the 13F portfolio, value $2,732,077.

    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 76,388 shares
    Change vs previous 13F +15,027 shares

    0.25% of the 13F portfolio, value $3,096,911.

    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 61,361 shares
    Change vs previous 13F -1,550 shares

    0.18% of the 13F portfolio, value $2,259,021.

    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 62,911 shares
    Change vs previous 13F -4,242 shares

    0.18% of the 13F portfolio, value $2,186,238.

    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 67,153 shares
    Change vs previous 13F +14,146 shares

    0.21% of the 13F portfolio, value $2,185,593.

    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 53,007 shares
    Change vs previous 13F -43,525 shares

    0.19% of the 13F portfolio, value $1,716,031.

    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 96,532 shares
    Change vs previous 13F +83,107 shares

    0.35% of the 13F portfolio, value $2,946,247.

    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 13,425 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $417,148.

    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).