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Perennial Investment Advisors, LLC: VGT position timeline

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

Perennial Investment Advisors, LLC held 113,963 VGT 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 113,963 shares
    Change vs previous 13F +99,939 shares

    0.91% of the 13F portfolio, value $13,621,219.

    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 14,024 shares
    Change vs previous 13F +275 shares

    0.78% of the 13F portfolio, value $9,786,365.

    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 13,749 shares
    Change vs previous 13F -112 shares

    0.82% of the 13F portfolio, value $10,366,710.

    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 13,861 shares
    Change vs previous 13F -289 shares

    0.86% of the 13F portfolio, value $10,351,850.

    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 14,150 shares
    Change vs previous 13F +342 shares

    0.91% of the 13F portfolio, value $9,386,896.

    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 13,808 shares
    Change vs previous 13F +54 shares

    0.84% of the 13F portfolio, value $7,489,184.

    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 13,754 shares
    Change vs previous 13F -1,804 shares

    1.01% of the 13F portfolio, value $8,552,327.

    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 15,558 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $9,125,295.

    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).