COMMONWEALTH EQUITY SERVICES, LLC
CIK
0000312272
City
WALTHAM
State / Country
MA
Holdings in HTD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $779,147 | 32,931 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $753,324 | 30,376 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $1,089,436 | 46,577 | Shares | Sole | 2025-08-06 |
| 2025-03-31 | $1,099,415 | 45,943 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $1,246,706 | 56,617 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $1,352,820 | 58,261 | Shares | Sole | 2024-10-18 |
| 2024-06-30 | $1,192,592 | 59,010 | Shares | Sole | 2024-07-31 |
| 2024-03-31 | $1,094,452 | 55,669 | Shares | Sole | 2024-04-29 |
| 2023-12-31 | $760,602 | 40,095 | Shares | Sole | 2024-02-06 |
| 2023-09-30 | $709,156 | 39,930 | Shares | Sole | 2023-10-23 |
| 2023-06-30 | $790,948 | 38,772 | Shares | Sole | 2023-08-10 |
| 2023-03-31 | $823,378 | 38,620 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $876,429 | 38,339 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $859,527 | 41,008 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $980,469 | 42,722 | Shares | Sole | 2022-07-19 |
| 2022-03-31 | $1,084,127 | 42,415 | Shares | Sole | 2022-05-04 |
| 2021-12-31 | $970,531 | 37,114 | Shares | Sole | 2022-01-31 |
| 2021-09-30 | $902,821 | 39,459 | Shares | Sole | 2021-10-29 |
| 2021-06-30 | $974,884 | 39,152 | Shares | Sole | 2021-08-11 |
| 2021-03-31 | $988,318 | 42,074 | Shares | Sole | 2021-05-04 |
| 2020-12-31 | $880,082 | 41,829 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $819,342 | 42,920 | Shares | Sole | 2020-11-05 |
| 2020-06-30 | $953,581 | 49,511 | Shares | Sole | 2020-08-12 |
| 2020-03-31 | $846,483 | 48,123 | Shares | Sole | 2020-05-11 |