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Disclosery

Perpetual Ltd: WFC position timeline

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

Perpetual Ltd held 36,649 WFC 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 36,649 shares
    Change vs previous 13F +20,993 shares

    0.04% of the 13F portfolio, value $3,028,674.

    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 15,656 shares
    Change vs previous 13F +2,784 shares

    0.02% of the 13F portfolio, value $1,246,374.

    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 12,872 shares
    Change vs previous 13F +3,547 shares

    0.02% of the 13F portfolio, value $1,199,670.

    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 9,325 shares
    Change vs previous 13F +712 shares

    0.01% of the 13F portfolio, value $781,622.

    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 8,613 shares
    Change vs previous 13F -2,902 shares

    0.01% of the 13F portfolio, value $690,074.

    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 11,515 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $826,662.

    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 11,515 shares
    Change vs previous 13F -357,676 shares

    0.01% of the 13F portfolio, value $808,814.

    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 369,191 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $20,855,599.

    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).