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Perennial Investment Advisors, LLC: SPYG position timeline

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

Perennial Investment Advisors, LLC held 496,052 SPYG 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 496,052 shares
    Change vs previous 13F -4,504 shares

    3.94% of the 13F portfolio, value $59,028,266.

    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 500,556 shares
    Change vs previous 13F +577 shares

    3.91% of the 13F portfolio, value $49,010,334.

    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 499,979 shares
    Change vs previous 13F -12,394 shares

    4.22% of the 13F portfolio, value $53,348,280.

    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 512,373 shares
    Change vs previous 13F -24,371 shares

    4.42% of the 13F portfolio, value $53,548,508.

    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 536,744 shares
    Change vs previous 13F +3,547 shares

    4.96% of the 13F portfolio, value $51,163,122.

    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 533,197 shares
    Change vs previous 13F +38,227 shares

    4.83% of the 13F portfolio, value $42,853,493.

    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 494,970 shares
    Change vs previous 13F -44,231 shares

    5.13% of the 13F portfolio, value $43,507,324.

    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 539,201 shares
    Change vs previous 13F not available

    5.81% of the 13F portfolio, value $44,720,371.

    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).