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Perennial Investment Advisors, LLC: SPMD position timeline

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

Perennial Investment Advisors, LLC held 55,762 SPMD 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 55,762 shares
    Change vs previous 13F +416 shares

    0.25% of the 13F portfolio, value $3,767,915.

    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 55,346 shares
    Change vs previous 13F -843 shares

    0.26% of the 13F portfolio, value $3,277,678.

    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 56,189 shares
    Change vs previous 13F -935 shares

    0.26% of the 13F portfolio, value $3,254,035.

    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 57,124 shares
    Change vs previous 13F -37,492 shares

    0.27% of the 13F portfolio, value $3,266,524.

    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 94,616 shares
    Change vs previous 13F -2,857 shares

    0.5% of the 13F portfolio, value $5,145,523.

    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 97,473 shares
    Change vs previous 13F -34,783 shares

    0.56% of the 13F portfolio, value $4,989,167.

    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 132,256 shares
    Change vs previous 13F -2,274 shares

    0.85% of the 13F portfolio, value $7,233,287.

    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 134,530 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $7,356,053.

    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).