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Perennial Investment Advisors, LLC: TLT position timeline

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

Perennial Investment Advisors, LLC held 32,836 TLT 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 32,836 shares
    Change vs previous 13F -68,811 shares

    0.19% of the 13F portfolio, value $2,838,303.

    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 101,647 shares
    Change vs previous 13F +8,197 shares

    0.7% of the 13F portfolio, value $8,811,905.

    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 93,450 shares
    Change vs previous 13F -30,899 shares

    0.64% of the 13F portfolio, value $8,145,580.

    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 124,349 shares
    Change vs previous 13F -16,915 shares

    0.92% of the 13F portfolio, value $11,113,089.

    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 141,264 shares
    Change vs previous 13F +62,292 shares

    1.21% of the 13F portfolio, value $12,467,055.

    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 78,972 shares
    Change vs previous 13F +73,469 shares

    0.81% of the 13F portfolio, value $7,188,843.

    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 5,503 shares
    Change vs previous 13F -137 shares

    0.06% of the 13F portfolio, value $480,556.

    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 5,640 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $553,292.

    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).