COMMONWEALTH EQUITY SERVICES, LLC
CIK
0000312272
City
WALTHAM
State / Country
MA
Holdings in DFP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,009,707 | 48,567 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $966,680 | 44,671 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $1,191,396 | 58,032 | Shares | Sole | 2025-08-06 |
| 2025-03-31 | $1,175,134 | 58,060 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $1,083,200 | 54,323 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $1,207,526 | 56,164 | Shares | Sole | 2024-10-18 |
| 2024-06-30 | $1,064,774 | 55,457 | Shares | Sole | 2024-07-31 |
| 2024-03-31 | $1,071,737 | 55,907 | Shares | Sole | 2024-04-29 |
| 2023-12-31 | $1,006,851 | 56,724 | Shares | Sole | 2024-02-06 |
| 2023-09-30 | $951,194 | 56,720 | Shares | Sole | 2023-10-23 |
| 2023-06-30 | $988,254 | 56,731 | Shares | Sole | 2023-08-10 |
| 2023-03-31 | $1,132,384 | 62,356 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $1,151,806 | 61,561 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $1,039,246 | 54,726 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $1,122,078 | 52,214 | Shares | Sole | 2022-07-19 |
| 2022-03-31 | $1,247,967 | 47,925 | Shares | Sole | 2022-05-04 |
| 2021-12-31 | $1,250,933 | 45,030 | Shares | Sole | 2022-01-31 |
| 2021-09-30 | $1,290,787 | 44,819 | Shares | Sole | 2021-10-29 |
| 2021-06-30 | $1,107,398 | 37,821 | Shares | Sole | 2021-08-11 |
| 2021-03-31 | $978,659 | 32,492 | Shares | Sole | 2021-05-04 |
| 2020-12-31 | $668,380 | 23,000 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $546,136 | 20,005 | Shares | Sole | 2020-11-05 |
| 2020-06-30 | $435,774 | 17,911 | Shares | Sole | 2020-08-12 |
| 2020-03-31 | $376,884 | 18,630 | Shares | Sole | 2020-05-11 |