COMMONWEALTH EQUITY SERVICES, LLC
CIK
0000312272
City
WALTHAM
State / Country
MA
Holdings in OIA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,481,308 | 246,474 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $1,504,358 | 249,479 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $1,434,544 | 249,486 | Shares | Sole | 2025-08-06 |
| 2025-03-31 | $1,709,655 | 283,996 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $1,563,989 | 265,083 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $1,366,697 | 199,227 | Shares | Sole | 2024-10-18 |
| 2024-06-30 | $1,281,226 | 201,768 | Shares | Sole | 2024-07-31 |
| 2024-03-31 | $1,315,847 | 201,508 | Shares | Sole | 2024-04-29 |
| 2023-12-31 | $1,307,033 | 205,832 | Shares | Sole | 2024-02-06 |
| 2023-09-30 | $2,149,612 | 369,985 | Shares | Sole | 2023-10-23 |
| 2023-06-30 | $2,729,525 | 437,424 | Shares | Sole | 2023-08-10 |
| 2023-03-31 | $3,067,633 | 461,993 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $2,840,497 | 455,208 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $2,420,818 | 413,109 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $2,310,428 | 358,206 | Shares | Sole | 2022-07-19 |
| 2022-03-31 | $2,498,021 | 351,834 | Shares | Sole | 2022-05-04 |
| 2021-12-31 | $2,714,448 | 339,306 | Shares | Sole | 2022-01-31 |
| 2021-09-30 | $2,709,089 | 340,766 | Shares | Sole | 2021-10-29 |
| 2021-06-30 | $3,111,122 | 374,383 | Shares | Sole | 2021-08-11 |
| 2021-03-31 | $1,189,756 | 150,793 | Shares | Sole | 2021-05-04 |
| 2020-12-31 | $207,317 | 26,276 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $210,634 | 28,854 | Shares | Sole | 2020-11-05 |
| 2020-06-30 | $158,293 | 22,108 | Shares | Sole | 2020-08-12 |
| 2020-03-31 | $149,013 | 21,659 | Shares | Sole | 2020-05-11 |