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One Charles Private Wealth Services, LLC: ACVA 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 ACVA, newest first. How the timeline and the estimate are built.

One Charles Private Wealth Services, LLC held 779,768 ACVA 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 779,768 shares
    Change vs previous 13F -3,518 shares

    1.29% of the 13F portfolio, value $5,606,532.

    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 783,286 shares
    Change vs previous 13F -1,266 shares

    0.83% of the 13F portfolio, value $3,321,133.

    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 784,552 shares
    Change vs previous 13F -161,257 shares

    1.63% of the 13F portfolio, value $6,292,107.

    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 945,809 shares
    Change vs previous 13F -49,987 shares

    2.46% of the 13F portfolio, value $9,372,967.

    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 995,796 shares
    Change vs previous 13F -5,168 shares

    4.54% of the 13F portfolio, value $16,151,811.

    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 1,000,964 shares
    Change vs previous 13F -705 shares

    4.57% of the 13F portfolio, value $14,103,583.

    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 1,001,669 shares
    Change vs previous 13F -97,324 shares

    7.28% of the 13F portfolio, value $21,636,050.

    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 1,098,993 shares
    Change vs previous 13F not available

    8.5% of the 13F portfolio, value $22,342,528.

    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).