Skip to content
Disclosery

Perennial Investment Advisors, LLC: OTF position timeline

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

Perennial Investment Advisors, LLC held 136,056 OTF 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 136,056 shares
    Change vs previous 13F +31,076 shares

    0.09% of the 13F portfolio, value $1,408,183.

    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 104,980 shares
    Change vs previous 13F +48,692 shares

    0.1% of the 13F portfolio, value $1,300,720.

    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 56,288 shares
    Change vs previous 13F +33,398 shares

    0.06% of the 13F portfolio, value $818,423.

    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 22,890 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $316,341.

    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).