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Disclosery

Perpetual Ltd: PM position timeline

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

Perpetual Ltd held 1,007,836 PM 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 1,007,836 shares
    Change vs previous 13F -169,277 shares

    2.6% of the 13F portfolio, value $182,327,611.

    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 1,177,113 shares
    Change vs previous 13F -268,139 shares

    2.98% of the 13F portfolio, value $194,623,863.

    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 1,445,252 shares
    Change vs previous 13F +31,184 shares

    3.35% of the 13F portfolio, value $231,818,421.

    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 1,414,068 shares
    Change vs previous 13F +337,989 shares

    2.85% of the 13F portfolio, value $229,361,830.

    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 1,076,079 shares
    Change vs previous 13F -204,926 shares

    2.3% of the 13F portfolio, value $195,986,269.

    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 1,281,005 shares
    Change vs previous 13F -235,404 shares

    2.46% of the 13F portfolio, value $203,333,923.

    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 1,516,409 shares
    Change vs previous 13F -266,602 shares

    2.14% of the 13F portfolio, value $182,499,823.

    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 1,783,011 shares
    Change vs previous 13F not available

    2.35% of the 13F portfolio, value $216,457,536.

    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).