COMMONWEALTH EQUITY SERVICES, LLC
Holdings in ISD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $12,087,311 | 835,336 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $11,735,805 | 816,120 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $11,085,516 | 782,323 | Shares | Sole | 2025-08-06 |
| 2025-03-31 | $10,576,207 | 742,190 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $8,618,824 | 630,031 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $8,105,733 | 581,473 | Shares | Sole | 2024-10-18 |
| 2024-06-30 | $7,014,808 | 544,628 | Shares | Sole | 2024-07-31 |
| 2024-03-31 | $6,850,146 | 527,340 | Shares | Sole | 2024-04-29 |
| 2023-12-31 | $5,779,225 | 469,093 | Shares | Sole | 2024-02-06 |
| 2023-09-30 | $4,882,020 | 414,433 | Shares | Sole | 2023-10-23 |
| 2023-06-30 | $4,354,687 | 350,619 | Shares | Sole | 2023-08-10 |
| 2023-03-31 | $3,786,538 | 310,372 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $2,764,748 | 232,919 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $187,836 | 16,277 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $270,475 | 21,972 | Shares | Sole | 2022-07-19 |
| 2022-03-31 | $265,231 | 18,483 | Shares | Sole | 2022-05-04 |
| 2021-12-31 | $316,265 | 19,705 | Shares | Sole | 2022-01-31 |
| 2021-09-30 | $330,971 | 20,380 | Shares | Sole | 2021-10-29 |
| 2021-06-30 | $362,999 | 22,311 | Shares | Sole | 2021-08-11 |
| 2021-03-31 | $348,262 | 22,239 | Shares | Sole | 2021-05-04 |
| 2020-12-31 | $332,385 | 22,159 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $296,555 | 21,474 | Shares | Sole | 2020-11-05 |
| 2020-06-30 | $329,757 | 24,925 | Shares | Sole | 2020-08-12 |
| 2020-03-31 | $297,513 | 25,692 | Shares | Sole | 2020-05-11 |