COMMONWEALTH EQUITY SERVICES, LLC
Holdings in CZWI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $514,641 | 28,880 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $300,926 | 18,726 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $238,119 | 17,255 | Shares | Sole | 2025-08-06 |
| 2025-03-31 | $248,126 | 17,255 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $346,227 | 21,254 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $301,169 | 21,254 | Shares | Sole | 2024-10-18 |
| 2024-06-30 | $245,908 | 21,254 | Shares | Sole | 2024-07-31 |
| 2024-03-31 | $233,936 | 19,254 | Shares | Sole | 2024-04-29 |
| 2023-12-31 | $178,612 | 15,253 | Shares | Sole | 2024-02-06 |
| 2023-09-30 | $146,428 | 15,253 | Shares | Sole | 2023-10-23 |
| 2023-06-30 | $134,989 | 15,253 | Shares | Sole | 2023-08-10 |
| 2023-03-31 | $140,614 | 13,253 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $159,421 | 13,252 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $161,276 | 13,252 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $183,275 | 13,252 | Shares | Sole | 2022-07-19 |
| 2022-03-31 | $200,237 | 13,252 | Shares | Sole | 2022-05-04 |
| 2021-12-31 | $182,480 | 13,252 | Shares | Sole | 2022-01-31 |
| 2021-09-30 | $182,215 | 13,252 | Shares | Sole | 2021-10-29 |
| 2021-06-30 | $181,287 | 13,252 | Shares | Sole | 2021-08-11 |
| 2021-03-31 | $164,457 | 13,252 | Shares | Sole | 2021-05-04 |