COMMONWEALTH EQUITY SERVICES, LLC
Holdings in PEO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $614,741 | 28,277 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $477,356 | 22,182 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $476,166 | 22,282 | Shares | Sole | 2025-08-06 |
| 2025-03-31 | $781,196 | 34,248 | Shares | Sole | 2025-05-09 |
| 2024-09-30 | $796,562 | 34,305 | Shares | Sole | 2024-10-18 |
| 2024-06-30 | $736,207 | 31,182 | Shares | Sole | 2024-07-31 |
| 2024-03-31 | $711,377 | 30,849 | Shares | Sole | 2024-04-29 |
| 2023-12-31 | $634,599 | 30,761 | Shares | Sole | 2024-02-06 |
| 2023-09-30 | $1,106,569 | 47,862 | Shares | Sole | 2023-10-23 |
| 2023-06-30 | $981,621 | 47,148 | Shares | Sole | 2023-08-10 |
| 2023-03-31 | $960,419 | 46,713 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $999,050 | 45,828 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $830,883 | 42,697 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $726,153 | 37,296 | Shares | Sole | 2022-07-19 |
| 2022-03-31 | $489,762 | 23,400 | Shares | Sole | 2022-05-04 |
| 2021-12-31 | $558,392 | 33,801 | Shares | Sole | 2022-01-31 |
| 2021-09-30 | $532,502 | 33,939 | Shares | Sole | 2021-10-29 |
| 2021-06-30 | $550,087 | 33,956 | Shares | Sole | 2021-08-11 |
| 2021-03-31 | $514,688 | 34,989 | Shares | Sole | 2021-05-04 |
| 2020-12-31 | $214,358 | 18,853 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $178,299 | 18,231 | Shares | Sole | 2020-11-05 |
| 2020-06-30 | $203,060 | 17,875 | Shares | Sole | 2020-08-12 |
| 2020-03-31 | $156,216 | 18,844 | Shares | Sole | 2020-05-11 |