Skip to content
Disclosery

Perennial Investment Advisors, LLC: XMHQ position timeline

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

Perennial Investment Advisors, LLC held 54,060 XMHQ 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 54,060 shares
    Change vs previous 13F +1,169 shares

    0.41% of the 13F portfolio, value $6,107,330.

    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 52,891 shares
    Change vs previous 13F +2,751 shares

    0.44% of the 13F portfolio, value $5,471,349.

    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 50,140 shares
    Change vs previous 13F -1,283 shares

    0.41% of the 13F portfolio, value $5,138,754.

    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 51,423 shares
    Change vs previous 13F -1,253 shares

    0.45% of the 13F portfolio, value $5,400,088.

    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 52,676 shares
    Change vs previous 13F -1,877 shares

    0.5% of the 13F portfolio, value $5,177,444.

    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 54,553 shares
    Change vs previous 13F +3,565 shares

    0.56% of the 13F portfolio, value $4,995,941.

    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 50,988 shares
    Change vs previous 13F +11,545 shares

    0.59% of the 13F portfolio, value $5,022,633.

    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 39,443 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $4,046,621.

    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).