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

One Charles Private Wealth Services, LLC held 294,351 JAAA 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 294,351 shares
    Change vs previous 13F -6,914 shares

    3.42% of the 13F portfolio, value $14,861,771.

    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 301,265 shares
    Change vs previous 13F +17,690 shares

    3.8% of the 13F portfolio, value $15,174,714.

    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 283,575 shares
    Change vs previous 13F +3,458 shares

    3.71% of the 13F portfolio, value $14,343,247.

    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 280,117 shares
    Change vs previous 13F +6,139 shares

    3.74% of the 13F portfolio, value $14,224,356.

    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 273,978 shares
    Change vs previous 13F +6,927 shares

    3.91% of the 13F portfolio, value $13,904,391.

    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 267,051 shares
    Change vs previous 13F +84,927 shares

    4.38% of the 13F portfolio, value $13,542,143.

    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 182,124 shares
    Change vs previous 13F +61,178 shares

    3.11% of the 13F portfolio, value $9,235,508.

    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 120,946 shares
    Change vs previous 13F not available

    2.34% of the 13F portfolio, value $6,153,732.

    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).