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

One Charles Private Wealth Services, LLC held 224,152 LB 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 224,152 shares
    Change vs previous 13F -11,613 shares

    4.09% of the 13F portfolio, value $17,761,775.

    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 235,765 shares
    Change vs previous 13F -942 shares

    4.08% of the 13F portfolio, value $16,279,598.

    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 236,707 shares
    Change vs previous 13F -8,275 shares

    3% of the 13F portfolio, value $11,596,276.

    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 244,982 shares
    Change vs previous 13F +66,806 shares

    3.43% of the 13F portfolio, value $13,069,801.

    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 178,176 shares
    Change vs previous 13F +53,738 shares

    3.38% of the 13F portfolio, value $12,041,108.

    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 124,438 shares
    Change vs previous 13F +46,185 shares

    2.9% of the 13F portfolio, value $8,952,035.

    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 78,253 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $5,055,170.

    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).