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Disclosery

Perpetual Ltd: FMX position timeline

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

Perpetual Ltd held 122,331 FMX 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 122,331 shares
    Change vs previous 13F -22,545 shares

    0.22% of the 13F portfolio, value $15,646,135.

    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 144,876 shares
    Change vs previous 13F +59,809 shares

    0.25% of the 13F portfolio, value $16,089,928.

    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 85,067 shares
    Change vs previous 13F +42,580 shares

    0.12% of the 13F portfolio, value $8,597,721.

    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 42,487 shares
    Change vs previous 13F -874,377 shares

    0.05% of the 13F portfolio, value $4,190,492.

    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 916,864 shares
    Change vs previous 13F -60,478 shares

    1.11% of the 13F portfolio, value $94,418,655.

    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 977,342 shares
    Change vs previous 13F +52,673 shares

    1.15% of the 13F portfolio, value $95,369,032.

    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 924,669 shares
    Change vs previous 13F +177,843 shares

    0.93% of the 13F portfolio, value $79,049,953.

    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 746,826 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $73,719,194.

    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).