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Disclosery

Perpetual Ltd: UPS position timeline

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

Perpetual Ltd held 13,507 UPS 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 13,507 shares
    Change vs previous 13F -4,568 shares

    0.02% of the 13F portfolio, value $1,452,003.

    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 18,075 shares
    Change vs previous 13F -217 shares

    0.03% of the 13F portfolio, value $1,778,218.

    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 18,292 shares
    Change vs previous 13F +9,015 shares

    0.03% of the 13F portfolio, value $1,814,383.

    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 9,277 shares
    Change vs previous 13F -8,104 shares

    0.01% of the 13F portfolio, value $774,908.

    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 17,381 shares
    Change vs previous 13F -276 shares

    0.02% of the 13F portfolio, value $1,754,438.

    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 17,657 shares
    Change vs previous 13F +7,248 shares

    0.02% of the 13F portfolio, value $1,942,094.

    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 10,409 shares
    Change vs previous 13F -6,193 shares

    0.02% of the 13F portfolio, value $1,312,575.

    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 16,602 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,263,516.

    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).