One Charles Private Wealth Services, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationhingham, MA
- CIK0001800938
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
155 | $297.38M | BRK.B, TEXAS PACIFIC LAND CORPORATI, GBTC, ACVA | 13F-HR | Feb 11, 2025 | 000176538025000075 | ||
154 | $262.99M | BRK.B, ACVA, TEXAS PACIFIC LAND CORPORATI, INFL | 13F-HR | Nov 12, 2024 | 000176538024000443 | ||
149 | $240.31M | BRK.B, ACVA, TEXAS PACIFIC LAND CORPORATI, GBTC | 13F-HR | Aug 14, 2024 | 000176538024000339 | ||
145 | $229.66M | BRK.B, ACVA, GBTC, TEXAS PACIFIC LAND CORPORATI | 13F-HR | May 14, 2024 | 000176538024000214 | ||
139 | $188.91M | ACVA, BRK.B, INFL, TEXAS PACIFIC LAND CORPORATI | RESTATEMENT | Feb 13, 2024 | 000176538024000114 | ||
126 | $171.05M | ACVA, BRK.B, TEXAS PACIFIC LAND CORPORATI, INFL | 13F-HR | Nov 13, 2023 | 000176538023000234 | ||
125 | $172.07M | ACVA, BRK.B, INFL, TEXAS PACIFIC LAND CORPORATI | 13F-HR | Aug 8, 2023 | 000176538023000141 | ||
119 | $160.99M | ACVA, INFL, TEXAS PACIFIC LAND CORPORATI, BRK.B | 13F-HR | May 4, 2023 | 000176538023000086 | ||
115 | $154.49M | TEXAS PACIFIC LAND CORPORATI, ACVA, INFL, BRK.B | 13F-HR | Feb 6, 2023 | 000176538023000011 | ||
117 | $150.88M | ACVA, INFL, TEXAS PACIFIC LAND CORPORATI, NETL | 13F-HR | Nov 9, 2022 | 000176538022000158 | ||
118 | $148.41M | INFL, NETL, BRK.B, TEXAS PACIFIC LAND CORPORATI | 13F-HR | Aug 8, 2022 | 000176538022000115 | ||
113 | $160.71M | ACVA, INFL, NETL, ARKK | 13F-HR | May 2, 2022 | 000176538022000049 | ||
117 | $176.55M | ACVA, NETL, ARKK, INFL | 13F-HR | Jan 27, 2022 | 000176538022000017 | ||
123 | $173.58M | ACVA, ARKK, NETL, INFL | 13F-HR | Nov 3, 2021 | 000176538021000108 | ||
110 | $149.15M | ARKK, ACVA, NETL, INFL | 13F-HR | Aug 10, 2021 | 000176538021000083 | ||
34 | $21.80M | ARKK, NETL, INFL, AAPL | 13F-HR | Apr 27, 2021 | 000176538021000046 | ||
26 | $10.53M | ARKK, AAPL, ARKG, JPST | 13F-HR | Jan 29, 2021 | 000176538021000009 | ||
35 | $162.65M | MTUM, USMV, QUAL, JPST | 13F-HR | Oct 20, 2020 | 000176538020000082 | ||
94 | $193.14M | ARKK, VTV, JPST, MTUM | 13F-HR | Aug 12, 2020 | 000176538020000074 | ||
30 | $121.17M | ARKK, JPST, KRE, USMV | 13F-HR | May 12, 2020 | 000176538020000056 | ||
35 | $151.66M | ARKK, KRE, USMV, QUAL | 13F-HR | Feb 11, 2020 | 000176538020000033 |