Perennial Investment Advisors, LLC quarter change: Foreign Stocks, Reduced
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Perennial Investment Advisors, LLC opened 2 positions, added to 2, reduced 4, sold out of 0 and left 0 unchanged. The largest increase in value was TSM (+$1,295,719); the largest decrease was SHEL (-$74,591).
- TSM: Country of operation —; Class SPONSORED ADS; Shares 2026-03-31 10,308; Shares 2026-06-30 10,009.
- SHEL: Country of operation —; Class SPON ADS; Shares 2026-03-31 3,508; Shares 2026-06-30 3,246.
- UL: Country of operation —; Class SPON ADR NEW; Shares 2026-03-31 4,106; Shares 2026-06-30 3,448.
- BTI: Country of operation —; Class SPONSORED ADR; Shares 2026-03-31 8,216; Shares 2026-06-30 8,206.
Two Form 13F-HR filings compared (SEC CIK 1801523): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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