Compliance Consultant

0001765380-22-000017.txt : 20220127 0001765380-22-000017.hdr.sgml : 20220127 20220127160710 ACCESSION NUMBER: 0001765380-22-000017 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220127 DATE AS OF CHANGE: 20220127 EFFECTIVENESS DATE: 20220127 FILER: COMPANY DATA: COMPANY CONFORMED NAME: One Charles Private Wealth Services, LLC CENTRAL INDEX KEY: 0001800938 IRS NUMBER: 814753725 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19841 FILM NUMBER: 22563215 BUSINESS ADDRESS: STREET 1: 99 DERBY STREET STREET 2: SUITE 101 CITY: HINGHAM STATE: MA ZIP: 02043 BUSINESS PHONE: 6173374208 MAIL ADDRESS: STREET 1: 99 DERBY STREET STREET 2: SUITE 101 CITY: HINGHAM STATE: MA ZIP: 02043 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001800938 XXXXXXXX 12-31-2021 12-31-2021 One Charles Private Wealth Services, LLC

99 DERBY STREET SUITE 101 HINGHAM MA 02043

13F HOLDINGS REPORT 028-19841 N Andy Warning Compliance Consultant 513-832-5463 Andy Warning Cincinnati OH 01-27-2022 0 115 156039 false INFORMATION TABLE 2 onecharles13f123121.xml ABBOTT LABS COM 002824100 538 3820 SH SOLE 0 0 0 3820 ABBVIE INC COM 00287Y109 334 2465 SH SOLE 0 0 0 2465 ACV AUCTIONS INC COM CL A 00091G104 20919 1110354 SH SOLE 0 0 0 1110354 ADOBE SYSTEMS INCORPORATED COM 00724F101 562 991 SH SOLE 0 0 0 991 AIKIDO PHARMA INC COM 008875106 7 12000 SH SOLE 0 0 0 12000 ALPHABET INC CAP STK CL C 02079K107 674 233 SH SOLE 0 0 0 233 ALPHABET INC CAP STK CL A 02079K305 858 296 SH SOLE 0 0 0 296 ALTRIA GROUP INC COM 02209S103 204 4311 SH SOLE 0 0 0 4311 AMAZON COM INC COM 023135106 1500 450 SH SOLE 0 0 0 450 AMERICAN TOWER CORP NEW COM 03027X100 358 1224 SH SOLE 0 0 0 1224 AMERICAN WTR WKS CO INC NEW COM 030420103 1071 5671 SH SOLE 0 0 0 5671 APPLE INC COM 037833100 5499 30969 SH SOLE 0 0 0 30969 ARK ETF TR INNOVATION ETF 00214Q104 10309 108984 SH SOLE 0 0 0 108984 ARK ETF TR 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