Skip to content
Disclosery

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

One Charles Private Wealth Services, LLC held 39,592 SLV 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 39,592 shares
    Change vs previous 13F -3,723 shares

    0.49% of the 13F portfolio, value $2,116,984.

    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 43,315 shares
    Change vs previous 13F -2,302 shares

    0.74% of the 13F portfolio, value $2,951,484.

    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 45,617 shares
    Change vs previous 13F -2,093 shares

    0.76% of the 13F portfolio, value $2,938,647.

    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 47,710 shares
    Change vs previous 13F -210 shares

    0.53% of the 13F portfolio, value $2,021,473.

    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 47,920 shares
    Change vs previous 13F -1,136 shares

    0.44% of the 13F portfolio, value $1,572,255.

    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 49,056 shares
    Change vs previous 13F +201 shares

    0.49% of the 13F portfolio, value $1,520,245.

    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 48,855 shares
    Change vs previous 13F -1,645 shares

    0.43% of the 13F portfolio, value $1,286,352.

    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 50,500 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,434,705.

    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).