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Perpetual Ltd: AIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Perpetual Ltd on AIV, newest first. How the timeline and the estimate are built.

Perpetual Ltd held 0 AIV shares at 2025-12-31 per its 13F-HR filed 2026-01-20.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -36,730 shares

    13F-HR 0001104659-26-004946 filed by Perpetual Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 36,730 shares
    Change vs previous 13F -200 shares

    <0.01% of the 13F portfolio, value $291,269.

    13F-HR 0001104659-25-098515 filed by Perpetual Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 36,930 shares
    Change vs previous 13F -2,780 shares

    <0.01% of the 13F portfolio, value $319,445.

    13F-HR 0001104659-25-067159 filed by Perpetual Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 39,710 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $349,448.

    13F-HR 0001104659-25-038201 filed by Perpetual Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).