One Charles Private Wealth Services, LLC: CIBR 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 CIBR, newest first. How the timeline and the estimate are built.
One Charles Private Wealth Services, LLC held 2,978 CIBR shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 2,978 sharesChange vs previous 13F +2,978 shares
0.06% of the 13F portfolio, value $267,573.
13F-HR 0001765380-26-000218 filed by One Charles Private Wealth Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 0 sharesChange vs previous 13F -2,978 shares
13F-HR 0001765380-26-000189 filed by One Charles Private Wealth Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 2,978 sharesChange vs previous 13F +197 shares
0.06% of the 13F portfolio, value $212,778.
13F-HR 0001765380-26-000074 filed by One Charles Private Wealth Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,781 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $211,384.
13F-HR 0001765380-25-000484 filed by One Charles Private Wealth Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,781 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $210,188.
13F-HR 0001765380-25-000363 filed by One Charles Private Wealth Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).