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Perpetual Ltd: TMO position timeline

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

Perpetual Ltd held 209,366 TMO 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 209,366 shares
    Change vs previous 13F -130,368 shares

    1.5% of the 13F portfolio, value $104,967,738.

    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 339,734 shares
    Change vs previous 13F +67,673 shares

    2.56% of the 13F portfolio, value $166,989,454.

    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 272,061 shares
    Change vs previous 13F -147,069 shares

    2.28% of the 13F portfolio, value $157,645,746.

    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 419,130 shares
    Change vs previous 13F +19,193 shares

    2.52% of the 13F portfolio, value $203,286,433.

    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 399,937 shares
    Change vs previous 13F +121,999 shares

    1.9% of the 13F portfolio, value $162,158,456.

    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 277,938 shares
    Change vs previous 13F +47,976 shares

    1.67% of the 13F portfolio, value $138,301,949.

    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 229,962 shares
    Change vs previous 13F -53,524 shares

    1.4% of the 13F portfolio, value $119,633,131.

    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 283,486 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $175,355,935.

    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).