Perennial Investment Advisors, LLC quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Perennial Investment Advisors, LLC opened 41 positions, added to 142, reduced 66, sold out of 7 and left 6 unchanged. The largest increase in value was NVDA (+$9,187,045); the largest decrease was SLV (-$2,911,322).
- HONZZZZ: Country of operation —; Class COM; Shares 2026-03-31 2,279; Shares 2026-06-30 0.
- ICE: Country of operation United States; Class COM; Shares 2026-03-31 2,668; Shares 2026-06-30 0.
- CME: Country of operation United States; Class COM; Shares 2026-03-31 1,054; Shares 2026-06-30 0.
- NDAQ: Country of operation United States; Class COM; Shares 2026-03-31 2,500; 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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