Skip to content
Disclosery

One Charles Private Wealth Services, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of One Charles Private Wealth Services, LLC on AAPL, newest first. How the timeline and the estimate are built.

One Charles Private Wealth Services, LLC held 29,466 AAPL 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 29,466 shares
    Change vs previous 13F -655 shares

    1.96% of the 13F portfolio, value $8,526,264.

    13F-HR 0001765380-26-000218 filed by One Charles Private Wealth Services, LLC
    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 30,121 shares
    Change vs previous 13F +115 shares

    1.92% of the 13F portfolio, value $7,644,439.

    13F-HR 0001765380-26-000189 filed by One Charles Private Wealth Services, LLC
    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 30,006 shares
    Change vs previous 13F -692 shares

    2.11% of the 13F portfolio, value $8,157,548.

    13F-HR 0001765380-26-000074 filed by One Charles Private Wealth Services, LLC
    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 30,698 shares
    Change vs previous 13F -190 shares

    2.05% of the 13F portfolio, value $7,816,664.

    13F-HR 0001765380-25-000484 filed by One Charles Private Wealth Services, LLC
    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 30,888 shares
    Change vs previous 13F +540 shares

    1.78% of the 13F portfolio, value $6,337,260.

    13F-HR 0001765380-25-000363 filed by One Charles Private Wealth Services, LLC
    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 30,348 shares
    Change vs previous 13F +3,724 shares

    2.18% of the 13F portfolio, value $6,741,281.

    13F-HR 0001765380-25-000193 filed by One Charles Private Wealth Services, LLC
    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 26,624 shares
    Change vs previous 13F -854 shares

    2.24% of the 13F portfolio, value $6,667,230.

    13F-HR 0001765380-25-000075 filed by One Charles Private Wealth Services, LLC
    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 27,478 shares
    Change vs previous 13F not available

    2.43% of the 13F portfolio, value $6,402,358.

    13F-HR 0001765380-24-000443 filed by One Charles Private Wealth Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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