One Charles Private Wealth Services, LLC: DIS 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 DIS, newest first. How the timeline and the estimate are built.
One Charles Private Wealth Services, LLC held 0 DIS shares at 2025-09-30 per its 13F-HR filed 2025-11-12.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -1,784 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 1,784 sharesChange vs previous 13F +1,784 shares
0.06% of the 13F portfolio, value $221,234.
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).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -1,797 shares
13F-HR 0001765380-25-000193 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 ended2024-12-3113F 1,797 sharesChange vs previous 13F -321 shares
0.07% of the 13F portfolio, value $200,096.
13F-HR 0001765380-25-000075 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 ended2024-09-3013F 2,118 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $203,730.
13F-HR 0001765380-24-000443 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).