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Disclosery

Perpetual Ltd: PHG position timeline

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

Perpetual Ltd held 0 PHG shares at 2025-09-30 per its 13F-HR filed 2025-10-10.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -872,646 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 872,646 shares
    Change vs previous 13F +21,898 shares

    0.25% of the 13F portfolio, value $20,926,051.

    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).

  3. period ended2025-03-31
    13F 850,748 shares
    Change vs previous 13F -249,815 shares

    0.26% of the 13F portfolio, value $21,608,999.

    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).

  4. period ended2024-12-31
    13F 1,100,563 shares
    Change vs previous 13F -77,125 shares

    0.33% of the 13F portfolio, value $27,866,255.

    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).

  5. period ended2024-09-30
    13F 1,177,688 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $38,533,951.

    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).