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COMMONWEALTH EQUITY SERVICES, LLC

CIK
312272
City
WALTHAM
State / Country
MA

Top Portfolio Positions

2,197 positions · $27,351,594,650 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in SEDG

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Shares Held

Position Value (USD)

19 quarters on record
Report Date Value (USD) Shares
2026-03-31 $3,282,208 64,294
2025-09-30 $242,054 6,542
2024-03-31 $216,843 3,055
2023-12-31 $411,091 4,392
2023-09-30 $762,036 5,884
2023-06-30 $1,370,271 5,093
2023-03-31 $1,744,976 5,741
2022-12-31 $2,493,625 8,803
2022-09-30 $1,314,461 5,679
2022-06-30 $1,983,632 7,248
2022-03-31 $1,566,073 4,858
2021-12-31 $1,581,853 5,638
2021-09-30 $1,953,345 7,365
2021-06-30 $1,937,906 7,012
2021-03-31 $1,792,475 6,236
2020-12-31 $4,297,269 13,466
2020-09-30 $2,866,397 12,026
2020-06-30 $1,492,440 10,754
2020-03-31 $939,245 11,471