Skip to content
Disclosery

Perennial Investment Advisors, LLC: UCON position timeline

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

Perennial Investment Advisors, LLC held 19,108 UCON 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 19,108 shares
    Change vs previous 13F -11,019 shares

    0.03% of the 13F portfolio, value $475,405.

    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 30,127 shares
    Change vs previous 13F -15,904 shares

    0.06% of the 13F portfolio, value $746,255.

    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 46,031 shares
    Change vs previous 13F -32,500 shares

    0.09% of the 13F portfolio, value $1,158,575.

    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 78,531 shares
    Change vs previous 13F -111,081 shares

    0.16% of the 13F portfolio, value $1,977,954.

    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 189,612 shares
    Change vs previous 13F -340,078 shares

    0.46% of the 13F portfolio, value $4,719,357.

    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 529,690 shares
    Change vs previous 13F +110,584 shares

    1.48% of the 13F portfolio, value $13,109,936.

    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 419,106 shares
    Change vs previous 13F +161,783 shares

    1.22% of the 13F portfolio, value $10,330,980.

    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 257,323 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $6,466,351.

    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).