Perennial Investment Advisors, LLC quarter change: USA Options, Sold out
In put and call options, at their filed underlying value (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Perennial Investment Advisors, LLC opened 16 positions, added to 2, reduced 3, sold out of 7 and left 1 unchanged. The largest increase in value was AMD (+$813,274); the largest decrease was KLAC (-$883,446).
- KLAC: Country of operation United States; Class COM NEW · Call; Shares 2026-03-31 600; Shares 2026-06-30 0.
- TSLA: Country of operation United States; Class COM · Call; Shares 2026-03-31 300; Shares 2026-06-30 0.
- SOFI: Country of operation United States; Class COM · Call; Shares 2026-03-31 3,000; Shares 2026-06-30 0.
- STRL: Country of operation United States; Class COM · Call; Shares 2026-03-31 100; Shares 2026-06-30 0.
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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