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Livermore
Livermore
ZHEN

One Charles Private Wealth Services, LLC

SEC CIK
0001800938
Latest filing
Jul 15, 2026

HD holding history

Home Depot, 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.

HD overviewAll 13F holders of HDFull Q2 2026 holdings

Shares (Q2 2026)
1,949
Value
$687.5K
% of portfolio
0.2%
Quarters held
21
Since Q2 2021
Holdings of HD by One Charles Private Wealth Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,949$687.5K0.2%−203−9.4%ReducedHolders
Q1 20262,152$707.8K0.2%+37+1.7%AddedHolders
Q4 20252,115$727.8K0.2%−49−2.3%ReducedHolders
Q3 20252,164$876.8K0.2%−53−2.4%ReducedHolders
Q2 20252,217$812.8K0.2%+192+9.5%AddedHolders
Q1 20252,025$742.1K0.2%+141+7.5%AddedHolders
Q4 20241,884$732.9K0.2%+23+1.2%AddedHolders
Q3 20241,861$754.1K0.3%00.0%UnchangedHolders
Q2 20241,861$640.6K0.3%00.0%UnchangedHolders
Q1 20241,861$713.9K0.3%+133+7.7%AddedHolders
Q4 20231,728$598.8K0.3%+19+1.1%AddedHolders
Q3 20231,709$516.4K0.3%−4−0.2%ReducedHolders
Q2 20231,713$532.1K0.3%00.0%UnchangedHolders
Q1 20231,713$505.5K0.3%+616+56.2%AddedHolders
Q4 20221,097$346.5K0.2%−99−8.3%ReducedHolders
Q3 20221,196$330.0K0.2%+1+0.1%AddedHolders
Q2 20221,195$343.0K0.2%+65+5.8%AddedHolders
Q1 20221,130$338.0K0.2%+3+0.3%AddedHolders
Q4 20211,127$468.0K0.3%+1+0.1%AddedHolders
Q3 20211,126$370.0K0.2%00.0%UnchangedHolders
Q2 20211,126$359.0K0.2%+1,126NewHolders