Perennial Investment Advisors, LLC
Position in ALLW — SSGA Active Trust State Street Bridgewater All Weather ETF
CIK 1801523
Los Angeles, CA
Position in ALLW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$811,393
+$40,493 QoQ
Shares Held
27,721
+3.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#23
of 52 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ALLW Over Time
Shares Held
Position Value (USD)
All Filings in ALLW
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $811,393 | 27,721 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $770,900 | 26,721 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $268,742 | 9,776 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $272,554 | 9,776 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||