Skip to content
Disclosery

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

One Charles Private Wealth Services, LLC held 259,750 GBTC 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 259,750 shares
    Change vs previous 13F -17,242 shares

    2.72% of the 13F portfolio, value $11,823,810.

    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 276,992 shares
    Change vs previous 13F -1,611 shares

    3.66% of the 13F portfolio, value $14,614,098.

    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 278,603 shares
    Change vs previous 13F -10,807 shares

    4.92% of the 13F portfolio, value $19,045,301.

    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 289,410 shares
    Change vs previous 13F -2,374 shares

    6.82% of the 13F portfolio, value $25,980,336.

    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 291,784 shares
    Change vs previous 13F -1,097 shares

    6.95% of the 13F portfolio, value $24,752,037.

    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 292,881 shares
    Change vs previous 13F -1,832 shares

    6.18% of the 13F portfolio, value $19,087,055.

    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 294,713 shares
    Change vs previous 13F -4,502 shares

    7.34% of the 13F portfolio, value $21,814,656.

    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 299,215 shares
    Change vs previous 13F not available

    5.75% of the 13F portfolio, value $15,110,358.

    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).