Perennial Investment Advisors, LLC: WDC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Perennial Investment Advisors, LLC on WDC, newest first. How the timeline and the estimate are built.
Perennial Investment Advisors, LLC held 3,310 WDC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 3,310 sharesChange vs previous 13F -21 shares
0.14% of the 13F portfolio, value $2,114,044.
13F-HR 0001941040-26-000626 filed by Perennial Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,331 sharesChange vs previous 13F +169 shares
0.07% of the 13F portfolio, value $900,943.
13F-HR 0001941040-26-000370 filed by Perennial Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,162 sharesChange vs previous 13F +162 shares
0.04% of the 13F portfolio, value $544,903.
13F-HR 0001941040-26-000166 filed by Perennial Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,000 sharesChange vs previous 13F -172 shares
0.03% of the 13F portfolio, value $360,154.
13F-HR 0001941040-25-000648 filed by Perennial Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,172 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $202,968.
13F-HR 0001941040-25-000476 filed by Perennial Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).