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Disclosery

Perpetual Ltd: WM position timeline

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

Perpetual Ltd held 76,543 WM 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 76,543 shares
    Change vs previous 13F +3,783 shares

    0.24% of the 13F portfolio, value $17,059,904.

    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 72,760 shares
    Change vs previous 13F +1,338 shares

    0.26% of the 13F portfolio, value $16,719,520.

    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 71,422 shares
    Change vs previous 13F +3,571 shares

    0.23% of the 13F portfolio, value $15,692,128.

    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 67,851 shares
    Change vs previous 13F -24 shares

    0.19% of the 13F portfolio, value $14,983,536.

    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 67,875 shares
    Change vs previous 13F -463 shares

    0.18% of the 13F portfolio, value $15,531,158.

    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 68,338 shares
    Change vs previous 13F +2,428 shares

    0.19% of the 13F portfolio, value $15,820,930.

    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 65,910 shares
    Change vs previous 13F +3,831 shares

    0.16% of the 13F portfolio, value $13,299,979.

    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 62,079 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $12,887,601.

    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).