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Perennial Investment Advisors, LLC: SPEU position timeline

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

Perennial Investment Advisors, LLC held 12,108 SPEU 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 12,108 shares
    Change vs previous 13F +71 shares

    0.04% of the 13F portfolio, value $664,471.

    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 12,037 shares
    Change vs previous 13F -41 shares

    0.05% of the 13F portfolio, value $616,789.

    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 12,078 shares
    Change vs previous 13F +2,054 shares

    0.05% of the 13F portfolio, value $629,662.

    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 10,024 shares
    Change vs previous 13F +2,516 shares

    0.04% of the 13F portfolio, value $499,304.

    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 7,508 shares
    Change vs previous 13F +1,457 shares

    0.04% of the 13F portfolio, value $363,795.

    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 6,051 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $266,304.

    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).