Perennial Investment Advisors, LLC
Position in RIOT — Riot Platforms, Inc.
CIK 1801523
Los Angeles, CA
Position in RIOT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$568,135
+$311,665 QoQ
Shares Held
20,750
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#226
of 449 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RIOT 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. RIOT ranks #3 (19.7% 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.
This page
|
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.
|
15,000 | $7,710 |
All Filings in RIOT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $568,135 | 20,750 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $256,470 | 20,750 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $262,902 | 20,750 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $394,872 | 20,750 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $234,475 | 20,750 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||