Skip to content
Disclosery

Perennial Investment Advisors, LLC: NEAR position timeline

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

Perennial Investment Advisors, LLC held 15,251 NEAR 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 15,251 shares
    Change vs previous 13F +1,480 shares

    0.05% of the 13F portfolio, value $772,538.

    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 13,771 shares
    Change vs previous 13F +1,325 shares

    0.06% of the 13F portfolio, value $700,054.

    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 12,446 shares
    Change vs previous 13F -50,384 shares

    0.05% of the 13F portfolio, value $636,088.

    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 62,830 shares
    Change vs previous 13F +2,500 shares

    0.27% of the 13F portfolio, value $3,222,029.

    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 60,330 shares
    Change vs previous 13F +990 shares

    0.3% of the 13F portfolio, value $3,082,924.

    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 59,340 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $3,018,628.

    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).