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Disclosery

Perpetual Ltd: PBR position timeline

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

Perpetual Ltd held 5,946,116 PBR 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 5,946,116 shares
    Change vs previous 13F +2,648,859 shares

    1.37% of the 13F portfolio, value $96,089,234.

    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 3,297,257 shares
    Change vs previous 13F -16,000 shares

    1.05% of the 13F portfolio, value $68,418,083.

    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 3,313,257 shares
    Change vs previous 13F +18,100 shares

    0.57% of the 13F portfolio, value $39,262,096.

    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 3,295,157 shares
    Change vs previous 13F +33,500 shares

    0.52% of the 13F portfolio, value $41,716,688.

    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 3,261,657 shares
    Change vs previous 13F +48,400 shares

    0.48% of the 13F portfolio, value $40,803,329.

    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 3,213,257 shares
    Change vs previous 13F -102,700 shares

    0.56% of the 13F portfolio, value $46,078,105.

    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 3,315,957 shares
    Change vs previous 13F +163,668 shares

    0.5% of the 13F portfolio, value $42,643,207.

    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 3,152,289 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $45,424,485.

    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).