ACVA ACV AUCTIONS INC

Ownership history in One Charles Private Wealth Services, LLC  ·  19 quarters on record

AI Ownership Summary

One Charles Private Wealth Services, LLC reported ACV AUCTIONS INC (ACVA) in 19 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 9.97% in 2023 Q4. The latest visible filing shows ACVA at 1.63% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ACVA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was One Charles Private Wealth Services, LLC's position in ACV AUCTIONS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ACVA was reported at 1.63% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
9.97% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How One Charles Private Wealth Services, LLC held ACVA — position size vs. price
% of Fund (quarterly)    ACVA price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 784,552 -161,257 -17.0% 1.63% $6.3M 2026-02-14 (Est.) $6.61
2025 Q3 REDUCED 945,809 -49,987 -5.0% 2.46% $9.4M 2025-11-12 $5.49
2025 Q2 REDUCED 995,796 -5,168 -0.5% 4.54% $16.2M 2025-08-12 $11.17
2025 Q1 REDUCED 1,000,964 -705 -0.1% 4.57% $14.1M 2025-05-08 $16.38
2024 Q4 REDUCED 1,001,669 -97,324 -8.9% 7.28% $21.6M 2025-02-11 $21.42
2024 Q3 REDUCED 1,098,993 -77,028 -6.5% 8.50% $22.3M 2024-11-12 $20.70
2024 Q2 REDUCED 1,176,021 -14,805 -1.2% 8.93% $21.5M 2024-08-14 $18.16
2024 Q1 REDUCED 1,190,826 -52,095 -4.2% 9.73% $22.4M 2024-05-14 $17.76
2023 Q4 REDUCED 1,242,921 -3,140 -0.3% 9.97% $18.8M 2024-02-06 $14.14
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About One Charles Private Wealth Services, LLC and ACVA

These are the practical questions this page is built to answer before you even open the full history table.

How long has One Charles Private Wealth Services, LLC reported owning ACVA?

One Charles Private Wealth Services, LLC reported ACVA across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ACVA position in One Charles Private Wealth Services, LLC's portfolio?

The largest reported portfolio weight for ACVA was 9.97% in 2023 Q4.

What is the latest reported ACVA position on this page?

The most recent filing on this page is 2025 Q4, when One Charles Private Wealth Services, LLC reported 784,552 shares, equal to 1.63% of portfolio, with an estimated market value of $6.3M.

What does the chart on this ACVA ownership page compare?

The chart compares One Charles Private Wealth Services, LLC's quarterly ACVA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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