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Disclosery

Ashburton (Jersey) Ltd: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ashburton (Jersey) Ltd on SCHW, newest first. How the timeline and the estimate are built.

Ashburton (Jersey) Ltd held 29,341 SCHW shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 29,341 shares
    Change vs previous 13F -115,470 shares

    0.96% of the 13F portfolio, value $2,172,000.

    13F-HR 0001661222-25-000002 filed by Ashburton (Jersey) Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-09-30
    13F 144,811 shares
    Change vs previous 13F -1,423 shares

    3.36% of the 13F portfolio, value $9,255,000.

    13F-HR 0001661222-25-000001 filed by Ashburton (Jersey) Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-06-30
    13F 146,234 shares
    Change vs previous 13F +3,388 shares

    4.53% of the 13F portfolio, value $10,737,000.

    13F-HR 0001661222-24-000003 filed by Ashburton (Jersey) Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2023-12-31
    13F/A 142,846 shares
    Change vs previous 13F -4,156 shares

    3.92% of the 13F portfolio, value $7,842,000.

    13F-HR/A 0001661222-24-000002 filed by Ashburton (Jersey) Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-09-30
    13F 147,002 shares
    Change vs previous 13F 0 shares

    4.06% of the 13F portfolio, value $8,332,000.

    13F-HR 0001661222-23-000014 filed by Ashburton (Jersey) Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-06-30
    13F 147,002 shares
    Change vs previous 13F -2,456 shares

    4.06% of the 13F portfolio, value $8,332,000.

    13F-HR 0001661222-23-000013 filed by Ashburton (Jersey) Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-03-31
    13F 149,458 shares
    Change vs previous 13F not available

    3.64% of the 13F portfolio, value $7,829,000.

    13F-HR 0001661222-23-000005 filed by Ashburton (Jersey) Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).