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

One Charles Private Wealth Services, LLC held 69,288 ARKK 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 69,288 shares
    Change vs previous 13F -1,800 shares

    1.29% of the 13F portfolio, value $5,599,824.

    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 71,088 shares
    Change vs previous 13F -123 shares

    1.2% of the 13F portfolio, value $4,804,811.

    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 71,211 shares
    Change vs previous 13F -1,364 shares

    1.42% of the 13F portfolio, value $5,477,520.

    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 72,575 shares
    Change vs previous 13F -1,017 shares

    1.65% of the 13F portfolio, value $6,263,201.

    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 73,592 shares
    Change vs previous 13F -1,806 shares

    1.45% of the 13F portfolio, value $5,172,764.

    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 75,398 shares
    Change vs previous 13F -47,402 shares

    1.16% of the 13F portfolio, value $3,587,449.

    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 122,800 shares
    Change vs previous 13F +7,010 shares

    2.34% of the 13F portfolio, value $6,971,336.

    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 115,790 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $5,503,482.

    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).