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Perennial Investment Advisors, LLC: QUAL position timeline

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

Perennial Investment Advisors, LLC held 52,117 QUAL 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 52,117 shares
    Change vs previous 13F -1,130 shares

    0.76% of the 13F portfolio, value $11,437,641.

    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 53,247 shares
    Change vs previous 13F -1,095 shares

    0.82% of the 13F portfolio, value $10,216,112.

    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 54,342 shares
    Change vs previous 13F +1,818 shares

    0.85% of the 13F portfolio, value $10,798,763.

    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 52,524 shares
    Change vs previous 13F -53,874 shares

    0.84% of the 13F portfolio, value $10,221,338.

    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 106,398 shares
    Change vs previous 13F +10,526 shares

    1.89% of the 13F portfolio, value $19,455,335.

    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 95,872 shares
    Change vs previous 13F +20,948 shares

    1.85% of the 13F portfolio, value $16,385,416.

    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 74,924 shares
    Change vs previous 13F +60,864 shares

    1.57% of the 13F portfolio, value $13,344,631.

    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 14,060 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $2,521,199.

    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).