COMMONWEALTH EQUITY SERVICES, LLC
Holdings in CFR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $10,964,511 | 86,587 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $10,930,362 | 86,222 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $11,047,627 | 85,947 | Shares | Sole | 2025-08-06 |
| 2025-03-31 | $7,912,514 | 63,199 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $8,378,945 | 62,413 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $6,843,594 | 61,180 | Shares | Sole | 2024-10-18 |
| 2024-06-30 | $6,499,441 | 63,952 | Shares | Sole | 2024-07-31 |
| 2024-03-31 | $5,602,158 | 49,766 | Shares | Sole | 2024-04-29 |
| 2023-12-31 | $5,382,080 | 49,609 | Shares | Sole | 2024-02-06 |
| 2023-09-30 | $4,683,086 | 51,344 | Shares | Sole | 2023-10-23 |
| 2023-06-30 | $5,744,575 | 53,423 | Shares | Sole | 2023-08-10 |
| 2023-03-31 | $5,344,319 | 50,734 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $5,995,241 | 44,841 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $5,840,554 | 44,173 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $5,154,426 | 44,263 | Shares | Sole | 2022-07-19 |
| 2022-03-31 | $6,148,587 | 44,423 | Shares | Sole | 2022-05-04 |
| 2021-12-31 | $5,573,554 | 44,210 | Shares | Sole | 2022-01-31 |
| 2021-09-30 | $5,204,452 | 43,875 | Shares | Sole | 2021-10-29 |
| 2021-06-30 | $5,030,144 | 44,912 | Shares | Sole | 2021-08-11 |
| 2021-03-31 | $4,848,412 | 44,579 | Shares | Sole | 2021-05-04 |
| 2020-12-31 | $3,910,433 | 44,829 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $2,879,668 | 45,030 | Shares | Sole | 2020-11-05 |
| 2020-06-30 | $3,110,550 | 41,635 | Shares | Sole | 2020-08-12 |
| 2020-03-31 | $2,161,081 | 38,736 | Shares | Sole | 2020-05-11 |