COMMONWEALTH EQUITY SERVICES, LLC
CIK
0000312272
City
WALTHAM
State / Country
MA
Holdings in PTY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $6,399,186 | 496,061 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $9,289,627 | 643,326 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $12,969,364 | 932,377 | Shares | Sole | 2025-08-06 |
| 2025-03-31 | $15,650,997 | 1,082,365 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $14,181,982 | 986,916 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $14,271,224 | 991,746 | Shares | Sole | 2024-10-18 |
| 2024-06-30 | $15,629,854 | 1,092,233 | Shares | Sole | 2024-07-31 |
| 2024-03-31 | $14,552,525 | 978,650 | Shares | Sole | 2024-04-29 |
| 2023-12-31 | $12,132,778 | 916,373 | Shares | Sole | 2024-02-06 |
| 2023-09-30 | $11,226,685 | 858,966 | Shares | Sole | 2023-10-23 |
| 2023-06-30 | $11,835,278 | 845,377 | Shares | Sole | 2023-08-10 |
| 2023-03-31 | $10,586,830 | 848,984 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $9,220,221 | 767,712 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $8,807,518 | 749,576 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $9,078,794 | 725,723 | Shares | Sole | 2022-07-19 |
| 2022-03-31 | $11,238,149 | 732,127 | Shares | Sole | 2022-05-04 |
| 2021-12-31 | $11,538,485 | 697,611 | Shares | Sole | 2022-01-31 |
| 2021-09-30 | $12,520,017 | 684,528 | Shares | Sole | 2021-10-29 |
| 2021-06-30 | $13,045,469 | 659,195 | Shares | Sole | 2021-08-11 |
| 2021-03-31 | $11,357,307 | 621,637 | Shares | Sole | 2021-05-04 |
| 2020-12-31 | $10,302,430 | 577,167 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $8,497,735 | 526,828 | Shares | Sole | 2020-11-05 |
| 2020-06-30 | $8,046,200 | 518,775 | Shares | Sole | 2020-08-12 |
| 2020-03-31 | $6,928,409 | 536,670 | Shares | Sole | 2020-05-11 |