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Disclosery

Perpetual Ltd: LPLA position timeline

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

Perpetual Ltd held 121,468 LPLA 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 121,468 shares
    Change vs previous 13F +3,894 shares

    0.49% of the 13F portfolio, value $34,215,106.

    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 117,574 shares
    Change vs previous 13F +16,141 shares

    0.54% of the 13F portfolio, value $35,369,787.

    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 101,433 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $36,228,825.

    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).