Perennial Investment Advisors, LLC
Position in CSM — ProShares Large Cap Core Plus
CIK 1801523
Los Angeles, CA
All Filings in CSM
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 CSM | $374,174 | 5,001 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 CSM | $398,479 | 5,001 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 CSM | $382,926 | 5,001 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 CSM | $356,084 | 5,053 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 CSM | $321,977 | 5,053 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 CSM | $334,205 | 5,053 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 CSM | $330,314 | 5,053 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 CSM | $313,437 | 5,053 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 CSM | $306,919 | 5,053 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 CSM | $296,743 | 5,418 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 CSM | $293,250 | 6,008 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 CSM | $306,528 | 6,008 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 CSM | $286,401 | 6,008 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 CSM | $269,819 | 6,008 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 CSM | $253,838 | 6,008 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 CSM | $412,196 | 9,240 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 CSM | $497,296 | 9,240 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 CSM | $257,241 | 4,620 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||