Perpetual Ltd: WMS position timeline

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

Perpetual Ltd held 106,416 WMS shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

period ended2026-06-30
13F 106,416 shares
Change vs previous 13F +27,233 shares
0.24% of the 13F portfolio, value $16,703,055.
13F-HR 0001104659-26-083835 filed by Perpetual Ltd
Filed 2026-07-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 79,183 shares
Change vs previous 13F not available
0.17% of the 13F portfolio, value $10,858,365.
13F-HR 0001104659-26-042917 filed by Perpetual Ltd
Filed 2026-04-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).