COMMONWEALTH EQUITY SERVICES, LLC
CIK
0000312272
City
WALTHAM
State / Country
MA
Holdings in REFI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $611,712 | 49,895 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $626,684 | 48,998 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $671,057 | 48,070 | Shares | Sole | 2025-08-06 |
| 2025-03-31 | $685,108 | 46,606 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $688,641 | 44,659 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $664,091 | 42,817 | Shares | Sole | 2024-10-18 |
| 2024-06-30 | $573,496 | 37,337 | Shares | Sole | 2024-07-31 |
| 2024-03-31 | $574,469 | 36,428 | Shares | Sole | 2024-04-29 |
| 2023-12-31 | $567,351 | 35,065 | Shares | Sole | 2024-02-06 |
| 2023-09-30 | $503,262 | 34,189 | Shares | Sole | 2023-10-23 |
| 2023-06-30 | $505,525 | 33,368 | Shares | Sole | 2023-08-10 |
| 2023-03-31 | $439,047 | 32,498 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $377,217 | 25,031 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $352,353 | 24,452 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $359,768 | 23,889 | Shares | Sole | 2022-07-19 |
| 2022-03-31 | $212,760 | 12,000 | Shares | Sole | 2022-05-04 |