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Perennial Investment Advisors, LLC: SPHQ position timeline

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

Perennial Investment Advisors, LLC held 591,843 SPHQ 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 591,843 shares
    Change vs previous 13F -103,886 shares

    3.56% of the 13F portfolio, value $53,325,462.

    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 695,729 shares
    Change vs previous 13F -10,644 shares

    4.18% of the 13F portfolio, value $52,313,750.

    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 706,373 shares
    Change vs previous 13F -4,043 shares

    4.19% of the 13F portfolio, value $53,014,233.

    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 710,416 shares
    Change vs previous 13F +261,075 shares

    4.3% of the 13F portfolio, value $52,068,269.

    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 449,341 shares
    Change vs previous 13F +124,616 shares

    3.11% of the 13F portfolio, value $32,021,016.

    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 324,725 shares
    Change vs previous 13F +182,038 shares

    2.43% of the 13F portfolio, value $21,542,564.

    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 142,687 shares
    Change vs previous 13F +128,768 shares

    1.13% of the 13F portfolio, value $9,567,183.

    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 13,919 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $936,341.

    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).