COMMONWEALTH EQUITY SERVICES, LLC
CIK
0000312272
City
WALTHAM
State / Country
MA
Holdings in CLM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,378,913 | 284,559 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $2,120,955 | 256,154 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $2,044,128 | 251,740 | Shares | Sole | 2025-08-06 |
| 2025-03-31 | $1,831,650 | 250,465 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $2,090,940 | 247,311 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $1,409,190 | 186,423 | Shares | Sole | 2024-10-18 |
| 2024-06-30 | $1,393,154 | 183,825 | Shares | Sole | 2024-07-31 |
| 2024-03-31 | $1,300,794 | 175,745 | Shares | Sole | 2024-04-29 |
| 2023-12-31 | $1,211,300 | 171,165 | Shares | Sole | 2024-02-06 |
| 2023-09-30 | $1,074,821 | 135,655 | Shares | Sole | 2023-10-23 |
| 2023-06-30 | $1,403,026 | 170,105 | Shares | Sole | 2023-08-10 |
| 2023-03-31 | $1,261,784 | 164,567 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $1,033,289 | 142,446 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $1,309,263 | 155,218 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $1,370,058 | 162,235 | Shares | Sole | 2022-07-19 |
| 2022-03-31 | $1,832,489 | 132,137 | Shares | Sole | 2022-05-04 |
| 2021-12-31 | $1,372,884 | 97,610 | Shares | Sole | 2022-01-31 |
| 2021-09-30 | $463,910 | 36,823 | Shares | Sole | 2021-10-29 |
| 2021-06-30 | $445,295 | 38,968 | Shares | Sole | 2021-08-11 |
| 2021-03-31 | $236,308 | 17,824 | Shares | Sole | 2021-05-04 |
| 2020-03-31 | $80,208 | 10,036 | Shares | Sole | 2020-05-11 |