COMMONWEALTH EQUITY SERVICES, LLC

CIK

0000312272

City

WALTHAM

State / Country

Stock

Holdings in CBU

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2025-12-31	$1,514,348	26,364	+1.3%	Shares	Sole	2026-02-12
2025-09-30	$1,526,399	26,030	-2.6%	Shares	Sole	2025-10-22
2025-06-30	$1,519,168	26,713	+4.1%	Shares	Sole	2025-08-06
2025-03-31	$1,458,402	25,649	+1.4%	Shares	Sole	2025-05-09
2024-12-31	$1,560,072	25,293	+3.1%	Shares	Sole	2025-02-10
2024-09-30	$1,425,212	24,543	-5.1%	Shares	Sole	2024-10-18
2024-06-30	$1,220,708	25,857	-4.0%	Shares	Sole	2024-07-31
2024-03-31	$1,293,640	26,934	+0.5%	Shares	Sole	2024-04-29
2023-12-31	$1,396,287	26,795	-0.3%	Shares	Sole	2024-02-06
2023-09-30	$1,134,478	26,877	-3.5%	Shares	Sole	2023-10-23
2023-06-30	$1,305,373	27,845	-0.3%	Shares	Sole	2023-08-10
2023-03-31	$1,466,098	27,931	+1.4%	Shares	Sole	2023-05-11
2022-12-31	$1,734,146	27,548	+0.7%	Shares	Sole	2023-02-07
2022-09-30	$1,642,827	27,344	-0.1%	Shares	Sole	2022-11-14
2022-06-30	$1,731,340	27,360	+1.1%	Shares	Sole	2022-07-19
2022-03-31	$1,898,118	27,058	+0.1%	Shares	Sole	2022-05-04
2021-12-31	$2,013,194	27,030	-7.1%	Shares	Sole	2022-01-31
2021-09-30	$1,991,364	29,105	+7.8%	Shares	Sole	2021-10-29
2021-06-30	$2,042,625	27,001	-2.8%	Shares	Sole	2021-08-11
2021-03-31	$2,131,588	27,784	-2.4%	Shares	Sole	2021-05-04
2020-12-31	$1,774,090	28,472	-1.4%	Shares	Sole	2021-02-11
2020-09-30	$1,573,186	28,887	+1.7%	Shares	Sole	2020-11-05
2020-06-30	$1,619,881	28,409	+1.4%	Shares	Sole	2020-08-12
2020-03-31	$1,647,340	28,016	—	Shares	Sole	2020-05-11