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Perennial Investment Advisors, LLC: PZA position timeline

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

Perennial Investment Advisors, LLC held 377,487 PZA 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 377,487 shares
    Change vs previous 13F +225,367 shares

    0.59% of the 13F portfolio, value $8,878,504.

    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 152,120 shares
    Change vs previous 13F +97,105 shares

    0.28% of the 13F portfolio, value $3,495,717.

    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 55,015 shares
    Change vs previous 13F +13,320 shares

    0.1% of the 13F portfolio, value $1,275,821.

    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 41,695 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $962,751.

    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).