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Perennial Investment Advisors, LLC: SPGP position timeline

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

Perennial Investment Advisors, LLC held 36,709 SPGP 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 36,709 shares
    Change vs previous 13F -22,214 shares

    0.3% of the 13F portfolio, value $4,489,042.

    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 58,923 shares
    Change vs previous 13F -15,667 shares

    0.51% of the 13F portfolio, value $6,341,001.

    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 74,590 shares
    Change vs previous 13F -16,086 shares

    0.67% of the 13F portfolio, value $8,492,299.

    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 90,676 shares
    Change vs previous 13F -52,544 shares

    0.85% of the 13F portfolio, value $10,302,553.

    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 143,220 shares
    Change vs previous 13F -87,038 shares

    1.5% of the 13F portfolio, value $15,425,141.

    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 230,258 shares
    Change vs previous 13F +14,991 shares

    2.59% of the 13F portfolio, value $22,998,943.

    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 215,267 shares
    Change vs previous 13F +9,624 shares

    2.66% of the 13F portfolio, value $22,577,868.

    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 205,643 shares
    Change vs previous 13F not available

    2.8% of the 13F portfolio, value $21,524,106.

    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).