Skip to content
Disclosery

Perennial Investment Advisors, LLC: MTUM position timeline

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

Perennial Investment Advisors, LLC held 25,423 MTUM 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 25,423 shares
    Change vs previous 13F -3,067 shares

    0.58% of the 13F portfolio, value $8,722,846.

    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 28,490 shares
    Change vs previous 13F -2,851 shares

    0.55% of the 13F portfolio, value $6,843,328.

    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 31,341 shares
    Change vs previous 13F +4,627 shares

    0.62% of the 13F portfolio, value $7,851,912.

    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 26,714 shares
    Change vs previous 13F +1,620 shares

    0.57% of the 13F portfolio, value $6,857,608.

    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 25,094 shares
    Change vs previous 13F +2,241 shares

    0.59% of the 13F portfolio, value $6,035,085.

    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 22,853 shares
    Change vs previous 13F +8,246 shares

    0.52% of the 13F portfolio, value $4,622,271.

    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 14,607 shares
    Change vs previous 13F +12,032 shares

    0.36% of the 13F portfolio, value $3,024,802.

    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 2,575 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $522,209.

    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).