Skip to content
Disclosery

Perpetual Ltd: MS position timeline

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

Perpetual Ltd held 144,225 MS 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 144,225 shares
    Change vs previous 13F -6,309 shares

    0.43% of the 13F portfolio, value $30,148,794.

    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 150,534 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $24,773,381.

    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).