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Perennial Investment Advisors, LLC: PLTR position timeline

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

Perennial Investment Advisors, LLC held 47,089 PLTR 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 47,089 shares
    Change vs previous 13F +5,748 shares

    0.37% of the 13F portfolio, value $5,493,826.

    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 41,341 shares
    Change vs previous 13F +1,747 shares

    0.48% of the 13F portfolio, value $6,047,227.

    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 39,594 shares
    Change vs previous 13F +387 shares

    0.56% of the 13F portfolio, value $7,037,588.

    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 39,207 shares
    Change vs previous 13F +1,558 shares

    0.59% of the 13F portfolio, value $7,151,866.

    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 37,649 shares
    Change vs previous 13F -862 shares

    0.5% of the 13F portfolio, value $5,132,148.

    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 38,511 shares
    Change vs previous 13F +1,831 shares

    0.37% of the 13F portfolio, value $3,250,268.

    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 36,680 shares
    Change vs previous 13F +8,389 shares

    0.33% of the 13F portfolio, value $2,774,019.

    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 28,291 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,052,378.

    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).