Skip to content
Disclosery

Perennial Investment Advisors, LLC: XLI position timeline

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

Perennial Investment Advisors, LLC held 28,750 XLI 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 28,750 shares
    Change vs previous 13F -3,641 shares

    0.36% of the 13F portfolio, value $5,324,972.

    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 32,391 shares
    Change vs previous 13F -1,316 shares

    0.42% of the 13F portfolio, value $5,238,699.

    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 33,707 shares
    Change vs previous 13F -3,496 shares

    0.41% of the 13F portfolio, value $5,228,858.

    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 37,203 shares
    Change vs previous 13F +5,108 shares

    0.47% of the 13F portfolio, value $5,738,172.

    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 32,095 shares
    Change vs previous 13F +5,091 shares

    0.46% of the 13F portfolio, value $4,735,086.

    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 27,004 shares
    Change vs previous 13F +2,999 shares

    0.4% of the 13F portfolio, value $3,540,094.

    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 24,005 shares
    Change vs previous 13F +2,758 shares

    0.37% of the 13F portfolio, value $3,163,403.

    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 21,247 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $2,878,575.

    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).