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

One Charles Private Wealth Services, LLC held 176,717 JSI 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 176,717 shares
    Change vs previous 13F -4,795 shares

    2.09% of the 13F portfolio, value $9,049,680.

    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 181,512 shares
    Change vs previous 13F +41,999 shares

    2.34% of the 13F portfolio, value $9,356,919.

    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 139,513 shares
    Change vs previous 13F +26,352 shares

    1.88% of the 13F portfolio, value $7,263,035.

    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 113,161 shares
    Change vs previous 13F +28,316 shares

    1.55% of the 13F portfolio, value $5,914,911.

    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 84,845 shares
    Change vs previous 13F +16,588 shares

    1.25% of the 13F portfolio, value $4,464,544.

    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 68,257 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $3,573,268.

    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).