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Disclosery

Perpetual Ltd: IBM position timeline

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

Perpetual Ltd held 11,053 IBM 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 11,053 shares
    Change vs previous 13F -1,469 shares

    0.04% of the 13F portfolio, value $3,108,214.

    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 12,522 shares
    Change vs previous 13F +1,553 shares

    0.05% of the 13F portfolio, value $3,035,207.

    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 10,969 shares
    Change vs previous 13F +970 shares

    0.05% of the 13F portfolio, value $3,249,127.

    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 9,999 shares
    Change vs previous 13F -750 shares

    0.04% of the 13F portfolio, value $2,821,318.

    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 10,749 shares
    Change vs previous 13F -875 shares

    0.04% of the 13F portfolio, value $3,168,590.

    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 11,624 shares
    Change vs previous 13F +787 shares

    0.03% of the 13F portfolio, value $2,890,424.

    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 10,837 shares
    Change vs previous 13F +2,291 shares

    0.03% of the 13F portfolio, value $2,382,298.

    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 8,546 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,889,350.

    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).