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

One Charles Private Wealth Services, LLC held 186,850 ET 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 186,850 shares
    Change vs previous 13F -591 shares

    0.82% of the 13F portfolio, value $3,572,576.

    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 187,441 shares
    Change vs previous 13F -7,553 shares

    0.91% of the 13F portfolio, value $3,617,605.

    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 194,994 shares
    Change vs previous 13F -2,961 shares

    0.83% of the 13F portfolio, value $3,215,444.

    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 197,955 shares
    Change vs previous 13F -1,715 shares

    0.89% of the 13F portfolio, value $3,396,899.

    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 199,670 shares
    Change vs previous 13F +133,024 shares

    1.02% of the 13F portfolio, value $3,620,016.

    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 66,646 shares
    Change vs previous 13F +9 shares

    0.4% of the 13F portfolio, value $1,238,951.

    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 66,637 shares
    Change vs previous 13F -2,490 shares

    0.44% of the 13F portfolio, value $1,305,414.

    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 69,127 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,109,488.

    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).