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

One Charles Private Wealth Services, LLC held 484,447 INFL 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 484,447 shares
    Change vs previous 13F -11,271 shares

    5.57% of the 13F portfolio, value $24,164,212.

    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 495,718 shares
    Change vs previous 13F -495 shares

    6.46% of the 13F portfolio, value $25,807,066.

    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 496,213 shares
    Change vs previous 13F -5,600 shares

    5.7% of the 13F portfolio, value $22,061,615.

    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 501,813 shares
    Change vs previous 13F +5,047 shares

    5.89% of the 13F portfolio, value $22,428,540.

    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 496,766 shares
    Change vs previous 13F +9,107 shares

    5.89% of the 13F portfolio, value $20,948,612.

    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 487,659 shares
    Change vs previous 13F +27,244 shares

    6.42% of the 13F portfolio, value $19,823,354.

    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 460,415 shares
    Change vs previous 13F +47,928 shares

    5.9% of the 13F portfolio, value $17,532,592.

    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 412,487 shares
    Change vs previous 13F not available

    5.9% of the 13F portfolio, value $15,505,388.

    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).