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

One Charles Private Wealth Services, LLC held 6,995 IUSV 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 6,995 shares
    Change vs previous 13F -538 shares

    0.18% of the 13F portfolio, value $770,499.

    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 7,533 shares
    Change vs previous 13F -2,066 shares

    0.19% of the 13F portfolio, value $770,249.

    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 9,599 shares
    Change vs previous 13F -134 shares

    0.25% of the 13F portfolio, value $984,281.

    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 9,733 shares
    Change vs previous 13F -164 shares

    0.26% of the 13F portfolio, value $972,813.

    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 9,897 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $936,553.

    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 9,897 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $913,394.

    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 9,897 shares
    Change vs previous 13F -130 shares

    0.31% of the 13F portfolio, value $916,363.

    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 10,027 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $957,478.

    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).