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Disclosery

Perpetual Ltd: ATO position timeline

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

Perpetual Ltd held 1,133,323 ATO shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,133,323 shares
    Change vs previous 13F -107,146 shares

    2.79% of the 13F portfolio, value $195,237,553.

    13F-HR 0001104659-26-083835 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).

  2. period ended2026-03-31
    13F 1,240,469 shares
    Change vs previous 13F -157,865 shares

    3.51% of the 13F portfolio, value $229,139,434.

    13F-HR 0001104659-26-042917 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 ended2025-12-31
    13F 1,398,334 shares
    Change vs previous 13F -85,031 shares

    3.39% of the 13F portfolio, value $234,402,728.

    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).

  4. period ended2025-09-30
    13F 1,483,365 shares
    Change vs previous 13F +71,857 shares

    3.14% of the 13F portfolio, value $253,284,574.

    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).

  5. period ended2025-06-30
    13F 1,411,508 shares
    Change vs previous 13F -42,582 shares

    2.55% of the 13F portfolio, value $217,527,498.

    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).

  6. period ended2025-03-31
    13F 1,454,090 shares
    Change vs previous 13F +213,075 shares

    2.71% of the 13F portfolio, value $224,773,232.

    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).

  7. period ended2024-12-31
    13F 1,241,015 shares
    Change vs previous 13F -297,398 shares

    2.03% of the 13F portfolio, value $172,836,159.

    13F-HR 0001104659-25-004279 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).

  8. period ended2024-09-30
    13F 1,538,413 shares
    Change vs previous 13F not available

    2.31% of the 13F portfolio, value $213,393,267.

    13F-HR 0001104659-24-107159 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).