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One Charles Private Wealth Services, LLCGrowthConcentrated long-term

CIK: 0001800938 | HINGHAM, MA

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR177$434.5M2026-07-15SEC ↗
Q1 2026
13F-HR160$399.7M2026-05-07SEC ↗
Q4 2025
13F-HR172$386.8M2026-02-06SEC ↗
Q3 2025
13F-HR170$380.7M2025-11-12SEC ↗
Q2 2025
13F-HR166$356.0M2025-08-12SEC ↗
Q1 2025
13F-HR148$308.9M2025-05-08SEC ↗
Q4 2024
13F-HR157$297.4M2025-02-11SEC ↗
Q3 2024
13F-HR156$263.0M2024-11-12SEC ↗
Q2 2024
13F-HR151$240.3M2024-08-14SEC ↗
Q1 2024
13F-HR146$229.7M2024-05-14SEC ↗
Q4 2023Amended
13F-HR/A140$188.9M2024-02-06SEC ↗
Q3 2023
13F-HR127$171.1M2023-11-13SEC ↗
Q2 2023
13F-HR126$172.1M2023-08-08SEC ↗
Q1 2023
13F-HR120$161.0M2023-05-04SEC ↗
Q4 2022
13F-HR117$154.5M2023-02-06SEC ↗
Q3 2022
13F-HR129$22.0M2022-11-09SEC ↗
Q2 2022
13F-HR127$7.0M2022-08-08SEC ↗
Q1 2022
13F-HR113$26.5M2022-05-02SEC ↗
Q4 2021
13F-HR117$36.3M2022-01-27SEC ↗
Q3 2021
13F-HR125$46.8M2021-11-03SEC ↗
Q2 2021
13F-HR113$31.9M2021-08-10SEC ↗
Q1 2021
13F-HR34$3.6M2021-04-27SEC ↗
Q4 2020
13F-HR52$2.3M2021-01-29SEC ↗
Q3 2020
13F-HR35$10.5M2020-10-20SEC ↗
Q2 2020
13F-HR94$1.5M2020-08-12SEC ↗
Q1 2020
13F-HR31$14.0M2020-05-12SEC ↗
Q4 2019
13F-HR35$15.8M2020-02-11SEC ↗