Perennial Investment Advisors, LLC

Position in CPTL — Global X Conscious Companies ETF

CIK 1801523 Los Angeles, CA

All Filings in CPTL

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 CPTL	$643,272	15,483	-37.4%	Shares	Sole	2026-05-15
2025-12-31 CPTL	$1,073,671	24,727	-8.5%	Shares	Sole	2026-02-17
2025-09-30 CPTL	$1,166,106	27,027	-4.5%	Shares	Sole	2025-11-12
2025-06-30 CPTL	$1,143,278	28,313	-12.0%	Shares	Sole	2025-08-11
2025-03-31 CPTL	$1,199,236	32,177	+30.2%	Shares	Sole	2025-05-15
2024-12-31 CPTL	$965,757	24,706	-11.0%	Shares	Sole	2025-02-13
2024-09-30 CPTL	$1,086,996	27,772	+1.5%	Shares	Sole	2024-11-14
2024-06-30 CPTL	$1,012,179	27,371	-2.8%	Shares	Sole	2024-08-09
2024-03-31 CPTL	$1,019,810	28,156	-4.9%	Shares	Sole	2024-05-14
2023-12-31 CPTL	$989,341	29,621	+1.0%	Shares	Sole	2024-02-14
2023-09-30 CPTL	$875,883	29,333	+3.1%	Shares	Sole	2023-11-14
2023-06-30 CPTL	$882,953	28,464	+8.8%	Shares	Sole	2023-08-14
2023-03-31 CPTL	$771,517	26,162	-0.1%	Shares	Sole	2023-05-12
2022-12-31 CPTL	$724,924	26,180	-0.2%	Shares	Sole	2023-02-10
2022-09-30 CPTL	$669,025	26,226	+0.1%	Shares	Sole	2022-11-09
2022-06-30 CPTL	$700,248	26,202	+0.0%	Shares	Sole	2022-08-10
2022-03-31 CPTL	$849,175	26,197	+24.8%	Shares	Sole	2022-05-09
2021-12-31 CPTL	$723,697	20,995	+0.3%	Shares	Sole	2022-02-14
2021-09-30 CPTL	$656,333	20,929	-0.8%	Shares	Sole	2021-11-12
2021-06-30 CPTL	$660,523	21,105	-1.0%	Shares	Sole	2021-07-29
2021-03-31 CPTL	$621,332	21,315	+14.5%	Shares	Sole	2021-04-29
2020-12-31 CPTL	$507,921	18,612	-11.4%	Shares	Sole	2021-01-22
2020-09-30 CPTL	$510,534	21,001	+8.8%	Shares	Sole	2020-10-26
2020-06-30 CPTL	$425,928	19,299	+28.9%	Shares	Sole	2020-07-16
2020-03-31 CPTL	$273,218	14,975	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.