One Charles Private Wealth Services, LLC: CSX 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 CSX, newest first. How the timeline and the estimate are built.
One Charles Private Wealth Services, LLC held 5,771 CSX shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 5,771 sharesChange vs previous 13F +69 shares
0.06% of the 13F portfolio, value $274,295.
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 5,702 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $234,067.
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).
- period ended2025-12-3113F 5,702 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $206,698.
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 5,702 sharesChange vs previous 13F -609 shares
0.05% of the 13F portfolio, value $202,478.
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 6,311 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $205,938.
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).