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

One Charles Private Wealth Services, LLC held 88,282 ARKB 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 88,282 shares
    Change vs previous 13F +575 shares

    0.4% of the 13F portfolio, value $1,717,968.

    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 87,707 shares
    Change vs previous 13F -2,254 shares

    0.49% of the 13F portfolio, value $1,972,530.

    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 89,961 shares
    Change vs previous 13F -194 shares

    0.68% of the 13F portfolio, value $2,612,467.

    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 90,155 shares
    Change vs previous 13F -1,609 shares

    0.9% of the 13F portfolio, value $3,427,693.

    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 91,764 shares
    Change vs previous 13F +61,063 shares

    0.92% of the 13F portfolio, value $3,284,234.

    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 30,701 shares
    Change vs previous 13F +910 shares

    0.82% of the 13F portfolio, value $2,523,622.

    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 29,791 shares
    Change vs previous 13F +1,673 shares

    0.93% of the 13F portfolio, value $2,778,607.

    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 28,118 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,784,649.

    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).