Perennial Investment Advisors, LLC
Position in CMF — iShares California Muni Bond ETF
CIK 1801523
Los Angeles, CA
All Filings in CMF
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-06-30 CMF | $414,315 | 7,433 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 CMF | $330,476 | 5,872 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 CMF | $326,782 | 5,705 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 CMF | $347,555 | 5,981 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 CMF | $349,812 | 6,150 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 CMF | $241,840 | 4,203 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 CMF | $243,463 | 4,202 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 CMF | $230,382 | 4,201 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 CMF | $239,190 | 4,200 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 CMF | $241,106 | 4,199 | Shares | Sole | 2023-05-12 | |
| 2022-03-31 CMF | $420,757 | 7,232 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 CMF | $450,770 | 7,232 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 CMF | $448,962 | 7,232 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 CMF | $452,867 | 7,232 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 CMF | $449,251 | 7,232 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 CMF | $454,386 | 7,232 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 CMF | $451,204 | 7,232 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 CMF | $449,541 | 7,232 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 CMF | $492,148 | 8,132 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||