COMMONWEALTH EQUITY SERVICES, LLC
CIK
0000312272
City
WALTHAM
State / Country
MA
Holdings in AEF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $437,654 | 62,522 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $408,168 | 62,989 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $410,032 | 69,029 | Shares | Sole | 2025-08-06 |
| 2025-03-31 | $341,803 | 68,912 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $373,731 | 72,010 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $425,419 | 75,429 | Shares | Sole | 2024-10-18 |
| 2024-06-30 | $404,653 | 76,639 | Shares | Sole | 2024-07-31 |
| 2024-03-31 | $396,177 | 78,451 | Shares | Sole | 2024-04-29 |
| 2023-12-31 | $398,467 | 77,978 | Shares | Sole | 2024-02-06 |
| 2023-09-30 | $493,103 | 103,376 | Shares | Sole | 2023-10-23 |
| 2023-06-30 | $540,917 | 104,223 | Shares | Sole | 2023-08-10 |
| 2023-03-31 | $549,919 | 102,597 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $528,472 | 102,616 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $492,006 | 107,425 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $596,143 | 107,997 | Shares | Sole | 2022-07-19 |
| 2022-03-31 | $725,337 | 107,140 | Shares | Sole | 2022-05-04 |
| 2021-12-31 | $790,772 | 99,845 | Shares | Sole | 2022-01-31 |
| 2021-09-30 | $786,930 | 94,583 | Shares | Sole | 2021-10-29 |
| 2021-06-30 | $800,273 | 88,428 | Shares | Sole | 2021-08-11 |
| 2021-03-31 | $533,739 | 61,704 | Shares | Sole | 2021-05-04 |
| 2020-12-31 | $213,636 | 26,181 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $103,284 | 15,939 | Shares | Sole | 2020-11-05 |
| 2020-06-30 | $96,388 | 15,932 | Shares | Sole | 2020-08-12 |
| 2020-03-31 | $81,108 | 15,658 | Shares | Sole | 2020-05-11 |