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

One Charles Private Wealth Services, LLC held 49,814 XLF 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 49,814 shares
    Change vs previous 13F -1,409 shares

    0.62% of the 13F portfolio, value $2,670,552.

    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 51,223 shares
    Change vs previous 13F -4,945 shares

    0.63% of the 13F portfolio, value $2,528,901.

    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 56,168 shares
    Change vs previous 13F +426 shares

    0.8% of the 13F portfolio, value $3,076,295.

    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 55,742 shares
    Change vs previous 13F +2,667 shares

    0.79% of the 13F portfolio, value $3,002,798.

    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 53,075 shares
    Change vs previous 13F +1,636 shares

    0.78% of the 13F portfolio, value $2,779,521.

    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 51,439 shares
    Change vs previous 13F +829 shares

    0.83% of the 13F portfolio, value $2,562,166.

    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 50,610 shares
    Change vs previous 13F +1,781 shares

    0.82% of the 13F portfolio, value $2,445,971.

    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 48,829 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $2,212,949.

    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).