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

One Charles Private Wealth Services, LLC held 70,698 TPL 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 70,698 shares
    Change vs previous 13F -4,867 shares

    7.13% of the 13F portfolio, value $30,940,234.

    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 75,565 shares
    Change vs previous 13F -640 shares

    8.98% of the 13F portfolio, value $35,860,161.

    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 76,205 shares
    Change vs previous 13F +50,418 shares

    5.66% of the 13F portfolio, value $21,887,536.

    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 25,787 shares
    Change vs previous 13F -210 shares

    6.32% of the 13F portfolio, value $24,075,922.

    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 25,997 shares
    Change vs previous 13F +191 shares

    7.72% of the 13F portfolio, value $27,463,272.

    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 25,806 shares
    Change vs previous 13F +612 shares

    11.07% of the 13F portfolio, value $34,192,968.

    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 25,194 shares
    Change vs previous 13F +1,132 shares

    9.37% of the 13F portfolio, value $27,863,146.

    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 24,062 shares
    Change vs previous 13F not available

    8.1% of the 13F portfolio, value $21,289,026.

    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).