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Perennial Investment Advisors, LLC: SPYV position timeline

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

Perennial Investment Advisors, LLC held 813,155 SPYV 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 813,155 shares
    Change vs previous 13F -28,745 shares

    3.3% of the 13F portfolio, value $49,431,970.

    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 841,900 shares
    Change vs previous 13F -10,299 shares

    3.8% of the 13F portfolio, value $47,634,279.

    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 852,199 shares
    Change vs previous 13F +50,861 shares

    3.83% of the 13F portfolio, value $48,413,575.

    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 801,338 shares
    Change vs previous 13F -18,436 shares

    3.66% of the 13F portfolio, value $44,338,032.

    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 819,774 shares
    Change vs previous 13F +64,905 shares

    4.16% of the 13F portfolio, value $42,906,988.

    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 754,869 shares
    Change vs previous 13F +82,909 shares

    4.34% of the 13F portfolio, value $38,550,600.

    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 671,960 shares
    Change vs previous 13F -86,998 shares

    4.05% of the 13F portfolio, value $34,364,058.

    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 758,958 shares
    Change vs previous 13F not available

    5.21% of the 13F portfolio, value $40,118,692.

    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).