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

One Charles Private Wealth Services, LLC held 6,015 VDC 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 6,015 shares
    Change vs previous 13F -486 shares

    0.31% of the 13F portfolio, value $1,356,322.

    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 6,501 shares
    Change vs previous 13F -100 shares

    0.37% of the 13F portfolio, value $1,460,060.

    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 6,601 shares
    Change vs previous 13F -333 shares

    0.36% of the 13F portfolio, value $1,394,395.

    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 6,934 shares
    Change vs previous 13F +531 shares

    0.39% of the 13F portfolio, value $1,482,004.

    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 6,403 shares
    Change vs previous 13F +4 shares

    0.39% of the 13F portfolio, value $1,402,257.

    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 6,399 shares
    Change vs previous 13F -170 shares

    0.45% of the 13F portfolio, value $1,400,229.

    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 6,569 shares
    Change vs previous 13F +159 shares

    0.47% of the 13F portfolio, value $1,388,555.

    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 6,410 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,400,457.

    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).