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

One Charles Private Wealth Services, LLC held 6,401 XLI 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 6,401 shares
    Change vs previous 13F -337 shares

    0.27% of the 13F portfolio, value $1,185,657.

    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 6,738 shares
    Change vs previous 13F -416 shares

    0.27% of the 13F portfolio, value $1,089,737.

    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 7,154 shares
    Change vs previous 13F -863 shares

    0.29% of the 13F portfolio, value $1,109,728.

    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 8,017 shares
    Change vs previous 13F +678 shares

    0.32% of the 13F portfolio, value $1,236,462.

    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 7,339 shares
    Change vs previous 13F +2,406 shares

    0.3% of the 13F portfolio, value $1,082,649.

    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 4,933 shares
    Change vs previous 13F -45 shares

    0.21% of the 13F portfolio, value $646,568.

    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 4,978 shares
    Change vs previous 13F -262 shares

    0.22% of the 13F portfolio, value $655,901.

    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 5,240 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $709,706.

    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).