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

One Charles Private Wealth Services, LLC held 20,549 XLC 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 20,549 shares
    Change vs previous 13F -1,504 shares

    0.51% of the 13F portfolio, value $2,201,404.

    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 22,053 shares
    Change vs previous 13F -69 shares

    0.61% of the 13F portfolio, value $2,444,741.

    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 22,122 shares
    Change vs previous 13F -511 shares

    0.67% of the 13F portfolio, value $2,604,206.

    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 22,633 shares
    Change vs previous 13F +111 shares

    0.7% of the 13F portfolio, value $2,679,017.

    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 22,522 shares
    Change vs previous 13F -916 shares

    0.69% of the 13F portfolio, value $2,444,318.

    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 23,438 shares
    Change vs previous 13F +674 shares

    0.73% of the 13F portfolio, value $2,260,566.

    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 22,764 shares
    Change vs previous 13F -38 shares

    0.74% of the 13F portfolio, value $2,203,810.

    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 22,802 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $2,061,292.

    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).