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

One Charles Private Wealth Services, LLC held 123,284 BTC 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 123,284 shares
    Change vs previous 13F -719 shares

    0.74% of the 13F portfolio, value $3,199,225.

    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 124,003 shares
    Change vs previous 13F +1,452 shares

    0.93% of the 13F portfolio, value $3,718,850.

    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 122,551 shares
    Change vs previous 13F +4,077 shares

    1.23% of the 13F portfolio, value $4,746,400.

    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 118,474 shares
    Change vs previous 13F +729 shares

    1.58% of the 13F portfolio, value $5,998,339.

    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 117,745 shares
    Change vs previous 13F +4,430 shares

    1.58% of the 13F portfolio, value $5,622,324.

    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 113,315 shares
    Change vs previous 13F +8,126 shares

    1.34% of the 13F portfolio, value $4,134,864.

    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 105,189 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $4,404,263.

    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).