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Perennial Investment Advisors, LLC: O position timeline

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

Perennial Investment Advisors, LLC held 10,654 O 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 10,654 shares
    Change vs previous 13F -2,244 shares

    0.04% of the 13F portfolio, value $660,088.

    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 12,898 shares
    Change vs previous 13F -820 shares

    0.06% of the 13F portfolio, value $789,100.

    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 13,718 shares
    Change vs previous 13F -395 shares

    0.06% of the 13F portfolio, value $773,260.

    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 14,113 shares
    Change vs previous 13F -212 shares

    0.07% of the 13F portfolio, value $857,955.

    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 14,325 shares
    Change vs previous 13F -3,214 shares

    0.08% of the 13F portfolio, value $825,254.

    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 17,539 shares
    Change vs previous 13F -1,256 shares

    0.11% of the 13F portfolio, value $1,017,412.

    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 18,795 shares
    Change vs previous 13F -213 shares

    0.12% of the 13F portfolio, value $1,003,830.

    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 19,008 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,205,492.

    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).