COMMONWEALTH EQUITY SERVICES, LLC
CIK
0000312272
City
WALTHAM
State / Country
MA
Holdings in SBI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,446,620 | 188,362 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $1,606,038 | 203,039 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $1,446,562 | 192,362 | Shares | Sole | 2025-08-06 |
| 2025-03-31 | $1,529,502 | 196,090 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $1,505,352 | 194,490 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $1,611,218 | 196,490 | Shares | Sole | 2024-10-18 |
| 2024-06-30 | $1,552,271 | 197,490 | Shares | Sole | 2024-07-31 |
| 2024-03-31 | $1,564,120 | 197,490 | Shares | Sole | 2024-04-29 |
| 2023-12-31 | $1,570,723 | 203,990 | Shares | Sole | 2024-02-06 |
| 2023-09-30 | $1,696,039 | 236,877 | Shares | Sole | 2023-10-23 |
| 2023-06-30 | $1,805,002 | 236,877 | Shares | Sole | 2023-08-10 |
| 2023-03-31 | $1,848,954 | 233,749 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $1,794,647 | 236,449 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $1,867,539 | 254,087 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $2,048,747 | 254,187 | Shares | Sole | 2022-07-19 |
| 2022-03-31 | $2,110,580 | 245,702 | Shares | Sole | 2022-05-04 |
| 2021-12-31 | $2,362,783 | 245,102 | Shares | Sole | 2022-01-31 |
| 2021-09-30 | $2,225,944 | 228,302 | Shares | Sole | 2021-10-29 |
| 2021-06-30 | $2,132,644 | 218,285 | Shares | Sole | 2021-08-11 |
| 2021-03-31 | $2,055,737 | 221,285 | Shares | Sole | 2021-05-04 |
| 2020-12-31 | $1,966,822 | 213,785 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $2,586,648 | 285,502 | Shares | Sole | 2020-11-05 |
| 2020-06-30 | $2,491,251 | 291,034 | Shares | Sole | 2020-08-12 |
| 2020-03-31 | $2,445,745 | 290,124 | Shares | Sole | 2020-05-11 |