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

One Charles Private Wealth Services, LLC held 92,896 BRK-B 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 92,896 shares
    Change vs previous 13F -3,894 shares

    10.71% of the 13F portfolio, value $46,484,117.

    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 96,790 shares
    Change vs previous 13F -406 shares

    11.62% of the 13F portfolio, value $46,381,571.

    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 97,196 shares
    Change vs previous 13F +160 shares

    12.63% of the 13F portfolio, value $48,855,382.

    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 97,036 shares
    Change vs previous 13F +1,014 shares

    12.82% of the 13F portfolio, value $48,783,643.

    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 96,022 shares
    Change vs previous 13F +5,345 shares

    13.1% of the 13F portfolio, value $46,644,379.

    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 90,677 shares
    Change vs previous 13F +5,010 shares

    15.63% of the 13F portfolio, value $48,293,019.

    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 85,667 shares
    Change vs previous 13F +14,056 shares

    13.06% of the 13F portfolio, value $38,831,361.

    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 71,611 shares
    Change vs previous 13F not available

    12.53% of the 13F portfolio, value $32,959,906.

    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).