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Perpetual Ltd: SBS position timeline

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

Perpetual Ltd held 6,323,632 SBS 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 6,323,632 shares
    Change vs previous 13F +5,059,322 shares

    0.52% of the 13F portfolio, value $36,550,593.

    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 1,264,310 shares
    Change vs previous 13F -58,486 shares

    0.59% of the 13F portfolio, value $38,574,098.

    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 1,322,796 shares
    Change vs previous 13F -396,454 shares

    0.46% of the 13F portfolio, value $31,548,685.

    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 1,719,250 shares
    Change vs previous 13F +925,684 shares

    0.53% of the 13F portfolio, value $42,792,133.

    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 793,566 shares
    Change vs previous 13F +2,857 shares

    0.2% of the 13F portfolio, value $17,434,645.

    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 790,709 shares
    Change vs previous 13F +86,745 shares

    0.17% of the 13F portfolio, value $14,122,063.

    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 703,964 shares
    Change vs previous 13F +54,326 shares

    0.12% of the 13F portfolio, value $10,087,804.

    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 649,638 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $10,745,013.

    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).