Skip to main content

One Charles Private Wealth Services, LLC

SEC CIK
0001800938
Latest filing
Jul 15, 2026

AMT holding history

American Tower Corp 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.

AMT overviewAll 13F holders of AMTFull Q2 2026 holdings

Shares (Q2 2026)
1,975
Value
$323.0K
% of portfolio
0.1%
Quarters held
21
Since Q2 2021
Holdings of AMT by One Charles Private Wealth Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,975$323.0K0.1%−2−0.1%ReducedHolders
Q1 20261,977$341.2K0.1%00.0%UnchangedHolders
Q4 20251,977$347.1K0.1%−58−2.9%ReducedHolders
Q3 20252,035$391.4K0.1%−26−1.3%ReducedHolders
Q2 20252,061$455.5K0.1%−32−1.5%ReducedHolders
Q1 20252,093$455.4K0.1%−117−5.3%ReducedHolders
Q4 20242,210$405.3K0.1%−294−11.7%ReducedHolders
Q3 20242,504$582.3K0.2%−28−1.1%ReducedHolders
Q2 20242,532$492.2K0.2%+42+1.7%AddedHolders
Q1 20242,490$492.0K0.2%+13+0.5%AddedHolders
Q4 20232,477$534.7K0.3%+180+7.8%AddedHolders
Q3 20232,297$377.7K0.2%−307−11.8%ReducedHolders
Q2 20232,604$505.0K0.3%+48+1.9%AddedHolders
Q1 20232,556$522.3K0.3%+351+15.9%AddedHolders
Q4 20222,205$467.2K0.3%+607+38.0%AddedHolders
Q3 20221,598$343.0K0.2%+282+21.4%AddedHolders
Q2 20221,316$337.0K0.2%+91+7.4%AddedHolders
Q1 20221,225$308.0K0.2%+1+0.1%AddedHolders
Q4 20211,224$358.0K0.2%+54+4.6%AddedHolders
Q3 20211,170$311.0K0.2%+75+6.8%AddedHolders
Q2 20211,095$296.0K0.2%+1,095NewHolders