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

One Charles Private Wealth Services, LLC held 313,351 SAMT 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 313,351 shares
    Change vs previous 13F +7,824 shares

    3.45% of the 13F portfolio, value $14,957,819.

    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 305,527 shares
    Change vs previous 13F +27,444 shares

    3.01% of the 13F portfolio, value $11,998,052.

    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 278,083 shares
    Change vs previous 13F +134,733 shares

    2.77% of the 13F portfolio, value $10,708,976.

    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 143,350 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $5,342,655.

    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).