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One Charles Private Wealth Services, LLC

SEC CIK
0001800938
Latest filing
Jul 15, 2026

ET.PI holding history

Energy Transfer LP 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.

ET.PI overviewAll 13F holders of ET.PIFull Q2 2026 holdings

Shares (Q2 2026)
39,888
Value
$457.1K
% of portfolio
0.1%
Quarters held
2
Since Q1 2026
Holdings of ET.PI by One Charles Private Wealth Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202639,888$457.1K0.1%00.0%UnchangedHolders
Q1 202639,888$461.5K0.1%+39,888NewHolders