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

One Charles Private Wealth Services, LLC held 82,719 FRDM 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 82,719 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $6,030,215.

    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 ยง4.2).