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Perennial Investment Advisors, LLC: SPSM position timeline

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

Perennial Investment Advisors, LLC held 79,441 SPSM 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 79,441 shares
    Change vs previous 13F +1,413 shares

    0.31% of the 13F portfolio, value $4,581,028.

    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 78,028 shares
    Change vs previous 13F -4,201 shares

    0.3% of the 13F portfolio, value $3,770,119.

    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 82,229 shares
    Change vs previous 13F -2,835 shares

    0.3% of the 13F portfolio, value $3,853,233.

    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 85,064 shares
    Change vs previous 13F -34,401 shares

    0.33% of the 13F portfolio, value $3,940,269.

    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 119,465 shares
    Change vs previous 13F +5,863 shares

    0.49% of the 13F portfolio, value $5,089,448.

    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 113,602 shares
    Change vs previous 13F -40,096 shares

    0.52% of the 13F portfolio, value $4,630,476.

    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 153,698 shares
    Change vs previous 13F -3,175 shares

    0.81% of the 13F portfolio, value $6,904,096.

    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 156,873 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $7,139,620.

    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).