Perennial Investment Advisors, LLC
Position in DEFT — Defi Technologies, Inc.
CIK 1801523
Los Angeles, CA
Position in DEFT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,710
+$2,180 QoQ
Shares Held
15,000
+50.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#68
of 98 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DEFT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Perennial Investment Advisors, LLC holds $2,876,889 across 6 Capital Markets names. DEFT ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,050 | $1,061,938 | |
| 2 | MS |
Morgan Stanley
|
3,234 | $676,035 | |
| 3 | RIOT |
Riot Platforms, Inc.
|
20,750 | $568,135 | |
| 4 | SCHW |
Schwab Charles Corp
|
3,532 | $325,897 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
842 | $237,174 | |
| 6 | DEFT |
Defi Technologies, Inc.
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|
15,000 | $7,710 |
All Filings in DEFT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,710 | 15,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,530 | 10,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,550 | 10,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $21,100 | 10,000 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||