COMMONWEALTH EQUITY SERVICES, LLC

CIK
312272
City
WALTHAM
State / Country
MA

Top Portfolio Positions

2,189 positions · $26,816,657,193 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

30 quarters · across all stocks

Holdings in SELF

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Shares Held

Position Value (USD)

10 quarters on record
Report Date Value (USD) Shares
2025-12-31 $117,600 23,059
2024-03-31 $58,272 13,095
2023-12-31 $168,487 36,312
2023-09-30 $179,003 36,832
2023-06-30 $194,157 38,447
2023-03-31 $195,186 37,974
2022-12-31 $183,107 37,522
2022-09-30 $217,288 37,080
2022-06-30 $106,812 18,972
2022-03-31 $73,936 13,203