COMMONWEALTH EQUITY SERVICES, LLC
Holdings in PFS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,514,489 | 76,683 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $1,520,767 | 78,878 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $1,360,538 | 77,612 | Shares | Sole | 2025-08-06 |
| 2025-03-31 | $688,688 | 40,110 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $750,346 | 39,764 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $722,652 | 38,936 | Shares | Sole | 2024-10-18 |
| 2024-06-30 | $616,562 | 42,966 | Shares | Sole | 2024-07-31 |
| 2024-03-31 | $619,545 | 42,522 | Shares | Sole | 2024-04-29 |
| 2023-12-31 | $844,074 | 46,815 | Shares | Sole | 2024-02-06 |
| 2023-09-30 | $940,900 | 61,537 | Shares | Sole | 2023-10-23 |
| 2023-06-30 | $860,333 | 52,652 | Shares | Sole | 2023-08-10 |
| 2023-03-31 | $1,011,380 | 52,731 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $1,116,316 | 52,262 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $1,031,433 | 52,894 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $1,222,118 | 54,902 | Shares | Sole | 2022-07-19 |
| 2022-03-31 | $1,266,010 | 54,103 | Shares | Sole | 2022-05-04 |
| 2021-12-31 | $1,308,315 | 54,018 | Shares | Sole | 2022-01-31 |
| 2021-09-30 | $1,147,683 | 48,900 | Shares | Sole | 2021-10-29 |
| 2021-06-30 | $1,111,813 | 48,572 | Shares | Sole | 2021-08-11 |
| 2021-03-31 | $1,080,490 | 48,496 | Shares | Sole | 2021-05-04 |
| 2020-12-31 | $869,389 | 48,407 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $589,235 | 48,298 | Shares | Sole | 2020-11-05 |
| 2020-06-30 | $559,735 | 38,736 | Shares | Sole | 2020-08-12 |
| 2020-03-31 | $498,054 | 38,729 | Shares | Sole | 2020-05-11 |