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Disclosery

Perpetual Ltd: PEP position timeline

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

Perpetual Ltd held 16,984 PEP 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 16,984 shares
    Change vs previous 13F -21 shares

    0.03% of the 13F portfolio, value $2,299,634.

    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 17,005 shares
    Change vs previous 13F +1,532 shares

    0.04% of the 13F portfolio, value $2,640,706.

    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 15,473 shares
    Change vs previous 13F +1,491 shares

    0.03% of the 13F portfolio, value $2,220,685.

    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 13,982 shares
    Change vs previous 13F -5,977 shares

    0.02% of the 13F portfolio, value $1,963,632.

    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 19,959 shares
    Change vs previous 13F +8,082 shares

    0.03% of the 13F portfolio, value $2,635,387.

    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 11,877 shares
    Change vs previous 13F -3,486 shares

    0.02% of the 13F portfolio, value $1,780,837.

    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 15,363 shares
    Change vs previous 13F -51 shares

    0.03% of the 13F portfolio, value $2,336,098.

    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 15,414 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,621,150.

    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).