One Charles Private Wealth Services, LLC

CIK
0001800938
City
HINGHAM
State / Country
MA

Holdings in TPL

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $21,887,600 76,205
2025-09-30 $8,025,257 25,787
2025-06-30 $9,154,323 25,997
2025-03-31 $11,397,563 25,806
2024-12-31 $9,287,851 25,194
2024-09-30 $7,096,203 24,062
2024-06-30 $5,752,516 23,503
2024-03-31 $4,357,338 22,596
2023-12-31 $1,281,197 7,333
2023-09-30 $1,494,711 7,377
2023-06-30 $1,007,707 6,889
2023-03-31 $1,288,616 6,818
2022-12-31 $1,493,014 5,732
2022-09-30 $943,116 4,776
2022-06-30 $714,415 4,321
2022-03-31 $450,403 2,998
2021-12-31 $366,751 2,643
2021-09-30 $358,507 2,668
2021-06-30 $478,500 2,692
2021-03-31 $45,916 260