Skip to content
Disclosery

Perennial Investment Advisors, LLC: PTLC position timeline

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

Perennial Investment Advisors, LLC held 27,975 PTLC 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 27,975 shares
    Change vs previous 13F -4,639 shares

    0.11% of the 13F portfolio, value $1,629,741.

    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 32,614 shares
    Change vs previous 13F -1,867 shares

    0.14% of the 13F portfolio, value $1,710,858.

    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 34,481 shares
    Change vs previous 13F -939 shares

    0.15% of the 13F portfolio, value $1,916,452.

    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 35,420 shares
    Change vs previous 13F -370 shares

    0.16% of the 13F portfolio, value $1,939,600.

    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 35,790 shares
    Change vs previous 13F -4,306 shares

    0.18% of the 13F portfolio, value $1,816,699.

    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 40,096 shares
    Change vs previous 13F +2,851 shares

    0.23% of the 13F portfolio, value $2,062,905.

    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 37,245 shares
    Change vs previous 13F +2,431 shares

    0.23% of the 13F portfolio, value $1,990,371.

    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 34,814 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,829,479.

    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).