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

One Charles Private Wealth Services, LLC held 104,141 VTV 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 104,141 shares
    Change vs previous 13F +4,493 shares

    5.23% of the 13F portfolio, value $22,695,371.

    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 99,648 shares
    Change vs previous 13F +5,168 shares

    4.9% of the 13F portfolio, value $19,550,997.

    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 94,480 shares
    Change vs previous 13F +3,262 shares

    4.66% of the 13F portfolio, value $18,044,741.

    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 91,218 shares
    Change vs previous 13F +3,709 shares

    4.47% of the 13F portfolio, value $17,011,216.

    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 87,509 shares
    Change vs previous 13F +2,483 shares

    4.35% of the 13F portfolio, value $15,466,373.

    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 85,026 shares
    Change vs previous 13F +8,604 shares

    4.75% of the 13F portfolio, value $14,687,423.

    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 76,422 shares
    Change vs previous 13F +9,372 shares

    4.35% of the 13F portfolio, value $12,938,261.

    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 67,050 shares
    Change vs previous 13F not available

    4.45% of the 13F portfolio, value $11,704,998.

    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).