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Perennial Investment Advisors, LLC: RDVY position timeline

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

Perennial Investment Advisors, LLC held 554,406 RDVY 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 554,406 shares
    Change vs previous 13F +35,391 shares

    3% of the 13F portfolio, value $44,939,518.

    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 519,015 shares
    Change vs previous 13F +73,380 shares

    2.83% of the 13F portfolio, value $35,437,850.

    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 445,635 shares
    Change vs previous 13F +28,788 shares

    2.45% of the 13F portfolio, value $30,957,885.

    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 416,847 shares
    Change vs previous 13F +27,967 shares

    2.32% of the 13F portfolio, value $28,037,110.

    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 388,880 shares
    Change vs previous 13F +50,493 shares

    2.37% of the 13F portfolio, value $24,399,409.

    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 338,387 shares
    Change vs previous 13F -11,234 shares

    2.23% of the 13F portfolio, value $19,809,523.

    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 349,621 shares
    Change vs previous 13F +1,525 shares

    2.44% of the 13F portfolio, value $20,677,132.

    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 348,096 shares
    Change vs previous 13F not available

    2.68% of the 13F portfolio, value $20,610,399.

    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).