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Perpetual Ltd: XYL position timeline

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

Perpetual Ltd held 117,953 XYL 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 117,953 shares
    Change vs previous 13F +5,696 shares

    0.2% of the 13F portfolio, value $13,943,225.

    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 112,257 shares
    Change vs previous 13F +2,450 shares

    0.21% of the 13F portfolio, value $13,414,712.

    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 109,807 shares
    Change vs previous 13F -14,369 shares

    0.22% of the 13F portfolio, value $14,953,517.

    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 124,176 shares
    Change vs previous 13F -21,239 shares

    0.23% of the 13F portfolio, value $18,315,960.

    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 145,415 shares
    Change vs previous 13F -8,199 shares

    0.22% of the 13F portfolio, value $18,810,885.

    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 153,614 shares
    Change vs previous 13F -7,034 shares

    0.22% of the 13F portfolio, value $18,350,729.

    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 160,648 shares
    Change vs previous 13F -4,280 shares

    0.22% of the 13F portfolio, value $18,638,381.

    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 164,928 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $22,270,228.

    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).