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Disclosery

Perpetual Ltd: WMT position timeline

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

Perpetual Ltd held 24,699 WMT 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 24,699 shares
    Change vs previous 13F -18,451 shares

    0.04% of the 13F portfolio, value $2,797,409.

    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 43,150 shares
    Change vs previous 13F -9,677 shares

    0.08% of the 13F portfolio, value $5,362,682.

    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 52,827 shares
    Change vs previous 13F +2,945 shares

    0.09% of the 13F portfolio, value $5,885,456.

    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 49,882 shares
    Change vs previous 13F +39,926 shares

    0.06% of the 13F portfolio, value $5,140,839.

    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 9,956 shares
    Change vs previous 13F -16,341 shares

    0.01% of the 13F portfolio, value $973,498.

    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 26,297 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $2,308,613.

    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 26,297 shares
    Change vs previous 13F +13,541 shares

    0.03% of the 13F portfolio, value $2,375,934.

    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 12,756 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,030,047.

    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).