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Perennial Investment Advisors, LLC: OBDC position timeline

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

Perennial Investment Advisors, LLC held 402,734 OBDC 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 402,734 shares
    Change vs previous 13F +3,644 shares

    0.29% of the 13F portfolio, value $4,377,698.

    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 399,090 shares
    Change vs previous 13F -18,228 shares

    0.35% of the 13F portfolio, value $4,413,906.

    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 417,318 shares
    Change vs previous 13F -9,830 shares

    0.41% of the 13F portfolio, value $5,187,197.

    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 427,148 shares
    Change vs previous 13F +7,730 shares

    0.45% of the 13F portfolio, value $5,454,655.

    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 419,418 shares
    Change vs previous 13F +14,834 shares

    0.58% of the 13F portfolio, value $6,014,424.

    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 404,584 shares
    Change vs previous 13F +14,578 shares

    0.67% of the 13F portfolio, value $5,931,109.

    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 390,006 shares
    Change vs previous 13F +14,067 shares

    0.7% of the 13F portfolio, value $5,896,890.

    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 375,939 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $5,477,427.

    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).