One Charles Private Wealth Services, LLC

SEC CIK: 0001800938
Latest filing: Jul 15, 2026

SEC filings (opens in a new tab)

AAPL holding history

Apple Inc. in every 13F filed by One Charles Private Wealth Services, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overview All 13F holders of AAPL Full Q2 2026 holdings

Shares (Q2 2026): 29,466
Value: $8.53M
% of portfolio: 2.0%
Quarters held: 22; Since Q1 2021

Holdings of AAPL by One Charles Private Wealth Services, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	29,466	$8.53M	2.0%	−655−2.2%	Reduced	Holders
Q1 2026	30,121	$7.64M	1.9%	+115+0.4%	Added	Holders
Q4 2025	30,006	$8.16M	2.1%	−692−2.3%	Reduced	Holders
Q3 2025	30,698	$7.82M	2.1%	−190−0.6%	Reduced	Holders
Q2 2025	30,888	$6.34M	1.8%	+540+1.8%	Added	Holders
Q1 2025	30,348	$6.74M	2.2%	+3,724+14.0%	Added	Holders
Q4 2024	26,624	$6.67M	2.2%	−854−3.1%	Reduced	Holders
Q3 2024	27,478	$6.40M	2.4%	−90.0%	Reduced	Holders
Q2 2024	27,487	$5.79M	2.4%	−1,370−4.7%	Reduced	Holders
Q1 2024	28,857	$4.95M	2.2%	−806−2.7%	Reduced	Holders
Q4 2023	29,663	$5.71M	3.0%	+849+2.9%	Added	Holders
Q3 2023	28,814	$4.93M	2.9%	−1,079−3.6%	Reduced	Holders
Q2 2023	29,893	$5.80M	3.4%	+32+0.1%	Added	Holders
Q1 2023	29,861	$4.92M	3.1%	−671−2.2%	Reduced	Holders
Q4 2022	30,532	$3.97M	2.6%	+20+0.1%	Added	Holders
Q3 2022	30,512	$4.22M	2.8%	+1,761+6.1%	Added	Holders
Q2 2022	28,751	$4.18M	2.8%	−1,702−5.6%	Reduced	Holders
Q1 2022	30,453	$5.32M	3.3%	−516−1.7%	Reduced	Holders
Q4 2021	30,969	$5.50M	3.2%	+24+0.1%	Added	Holders
Q3 2021	30,945	$4.38M	2.5%	+428+1.4%	Added	Holders
Q2 2021	30,517	$4.18M	2.8%	+21,788+249.6%	Added	Holders
Q1 2021	8,729	$1.07M	5.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.