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

One Charles Private Wealth Services, LLC held 3,090 VCR 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 3,090 shares
    Change vs previous 13F +104 shares

    0.28% of the 13F portfolio, value $1,225,525.

    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 2,986 shares
    Change vs previous 13F -274 shares

    0.27% of the 13F portfolio, value $1,072,064.

    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 3,260 shares
    Change vs previous 13F +28 shares

    0.33% of the 13F portfolio, value $1,284,179.

    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 3,232 shares
    Change vs previous 13F +10 shares

    0.34% of the 13F portfolio, value $1,280,357.

    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 3,222 shares
    Change vs previous 13F +225 shares

    0.33% of the 13F portfolio, value $1,167,395.

    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 2,997 shares
    Change vs previous 13F +312 shares

    0.32% of the 13F portfolio, value $975,553.

    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 2,685 shares
    Change vs previous 13F -12 shares

    0.34% of the 13F portfolio, value $1,007,895.

    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 2,697 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $918,275.

    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).