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Disclosery

Kiwi Wealth Investments Limited Partnership: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kiwi Wealth Investments Limited Partnership on SCHW, newest first. How the timeline and the estimate are built.

Kiwi Wealth Investments Limited Partnership held 0 SCHW shares at 2023-09-30 per its 13F-HR filed 2023-11-14.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 0 shares
    Change vs previous 13F -146,374 shares

    13F-HR 0001555829-23-000005 filed by Kiwi Wealth Investments Limited Partnership
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-06-30
    13F 146,374 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $8,296,000.

    13F-HR 0001555829-23-000004 filed by Kiwi Wealth Investments Limited Partnership
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-03-31
    13F 146,374 shares
    Change vs previous 13F +12,546 shares

    0.5% of the 13F portfolio, value $7,667,070.

    13F-HR 0001555829-23-000003 filed by Kiwi Wealth Investments Limited Partnership
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-12-31
    13F 133,828 shares
    Change vs previous 13F +70,429 shares

    0.74% of the 13F portfolio, value $11,142,519.

    13F-HR 0001555829-23-000001 filed by Kiwi Wealth Investments Limited Partnership
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-09-30
    13F 63,399 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $4,005,549.

    13F-HR 0001555829-22-000005 filed by Kiwi Wealth Investments Limited Partnership
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-06-30
    13F 63,399 shares
    Change vs previous 13F +63,399 shares

    0.28% of the 13F portfolio, value $4,005,549.

    13F-HR 0001555829-22-000004 filed by Kiwi Wealth Investments Limited Partnership
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-03-31
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001555829-22-000003 filed by Kiwi Wealth Investments Limited Partnership
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.