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Livermore
Livermore
ZHEN

One Charles Private Wealth Services, LLC

SEC CIK
0001800938
Latest filing
Jul 15, 2026

META holding history

Meta Platforms, 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.

META overviewAll 13F holders of METAFull Q2 2026 holdings

Shares (Q2 2026)
3,066
Value
$1.73M
% of portfolio
0.4%
Quarters held
21
Since Q2 2021
Holdings of META by One Charles Private Wealth Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,066$1.73M0.4%+111+3.8%AddedHolders
Q1 20262,955$1.69M0.4%−45−1.5%ReducedHolders
Q4 20253,000$1.98M0.5%+39+1.3%AddedHolders
Q3 20252,961$2.17M0.6%+16+0.5%AddedHolders
Q2 20252,945$2.17M0.6%+44+1.5%AddedHolders
Q1 20252,901$1.67M0.5%+324+12.6%AddedHolders
Q4 20242,577$1.51M0.5%+13+0.5%AddedHolders
Q3 20242,564$1.47M0.6%−22−0.9%ReducedHolders
Q2 20242,586$1.30M0.5%−70−2.6%ReducedHolders
Q1 20242,656$1.29M0.6%−93−3.4%ReducedHolders
Q4 20232,749$973.0K0.5%−10.0%ReducedHolders
Q3 20232,750$825.6K0.5%00.0%UnchangedHolders
Q2 20232,750$789.2K0.5%00.0%UnchangedHolders
Q1 20232,750$582.8K0.4%00.0%UnchangedHolders
Q4 20222,750$330.9K0.2%+48+1.8%AddedHolders
Q3 20222,702$367.0K0.2%+491+22.2%AddedHolders
Q2 20222,211$361.0K0.2%−168−7.1%ReducedHolders
Q1 20222,379$529.0K0.3%+9+0.4%AddedHolders
Q4 20212,370$797.0K0.5%−6−0.3%ReducedHolders
Q3 20212,376$806.0K0.5%−10.0%ReducedHolders
Q2 20212,377$827.0K0.6%+2,377NewHolders