COMMONWEALTH EQUITY SERVICES, LLC
CIK
0000312272
City
WALTHAM
State / Country
MA
Holdings in BTO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $484,174 | 13,802 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $509,620 | 14,164 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $637,630 | 18,002 | Shares | Sole | 2025-08-06 |
| 2025-03-31 | $625,918 | 18,350 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $659,765 | 18,486 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $598,902 | 18,061 | Shares | Sole | 2024-10-18 |
| 2024-06-30 | $555,074 | 19,817 | Shares | Sole | 2024-07-31 |
| 2024-03-31 | $554,595 | 18,749 | Shares | Sole | 2024-04-29 |
| 2023-12-31 | $441,273 | 14,670 | Shares | Sole | 2024-02-06 |
| 2023-09-30 | $411,546 | 15,672 | Shares | Sole | 2023-10-23 |
| 2023-06-30 | $386,449 | 14,409 | Shares | Sole | 2023-08-10 |
| 2023-03-31 | $473,217 | 15,495 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $636,454 | 19,107 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $496,123 | 15,720 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $874,671 | 23,557 | Shares | Sole | 2022-07-19 |
| 2022-03-31 | $947,956 | 23,581 | Shares | Sole | 2022-05-04 |
| 2021-12-31 | $1,075,716 | 23,089 | Shares | Sole | 2022-01-31 |
| 2021-09-30 | $887,392 | 20,870 | Shares | Sole | 2021-10-29 |
| 2021-06-30 | $746,708 | 19,891 | Shares | Sole | 2021-08-11 |
| 2021-03-31 | $786,713 | 20,466 | Shares | Sole | 2021-05-04 |
| 2020-12-31 | $616,013 | 20,297 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $488,025 | 22,773 | Shares | Sole | 2020-11-05 |
| 2020-06-30 | $556,193 | 24,235 | Shares | Sole | 2020-08-12 |
| 2020-03-31 | $447,349 | 24,392 | Shares | Sole | 2020-05-11 |