COMMONWEALTH EQUITY SERVICES, LLC
Holdings in PDO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $9,002,117 | 650,442 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $9,182,786 | 650,339 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $9,113,706 | 676,091 | Shares | Sole | 2025-08-06 |
| 2025-03-31 | $9,329,816 | 672,177 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $9,054,989 | 666,298 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $9,279,508 | 657,189 | Shares | Sole | 2024-10-18 |
| 2024-06-30 | $8,024,847 | 603,826 | Shares | Sole | 2024-07-31 |
| 2024-03-31 | $7,372,355 | 559,784 | Shares | Sole | 2024-04-29 |
| 2023-12-31 | $8,219,319 | 671,513 | Shares | Sole | 2024-02-06 |
| 2023-09-30 | $7,726,169 | 650,351 | Shares | Sole | 2023-10-23 |
| 2023-06-30 | $6,350,816 | 486,280 | Shares | Sole | 2023-08-10 |
| 2023-03-31 | $5,966,495 | 481,169 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $5,156,270 | 403,780 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $3,469,523 | 263,042 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $3,689,459 | 266,387 | Shares | Sole | 2022-07-19 |
| 2022-03-31 | $4,345,124 | 255,746 | Shares | Sole | 2022-05-04 |
| 2021-12-31 | $4,694,693 | 240,015 | Shares | Sole | 2022-01-31 |
| 2021-09-30 | $4,907,159 | 233,897 | Shares | Sole | 2021-10-29 |
| 2021-06-30 | $5,287,844 | 228,121 | Shares | Sole | 2021-08-11 |
| 2021-03-31 | $2,866,598 | 142,830 | Shares | Sole | 2021-05-04 |