COMMONWEALTH EQUITY SERVICES, LLC
Holdings in SO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $77,499,348 | 888,754 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $93,361,054 | 985,133 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $97,067,156 | 1,057,031 | Shares | Sole | 2025-08-06 |
| 2025-03-31 | $100,460,340 | 1,092,554 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $87,162,474 | 1,058,825 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $93,530,818 | 1,037,157 | Shares | Sole | 2024-10-18 |
| 2024-06-30 | $78,720,130 | 1,014,827 | Shares | Sole | 2024-07-31 |
| 2024-03-31 | $72,335,657 | 1,008,303 | Shares | Sole | 2024-04-29 |
| 2023-12-31 | $67,247,183 | 959,030 | Shares | Sole | 2024-02-06 |
| 2023-09-30 | $61,307,638 | 947,275 | Shares | Sole | 2023-10-23 |
| 2023-06-30 | $65,488,174 | 932,216 | Shares | Sole | 2023-08-10 |
| 2023-03-31 | $63,330,672 | 910,185 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $64,380,328 | 901,559 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $61,318,932 | 901,749 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $63,234,285 | 886,752 | Shares | Sole | 2022-07-19 |
| 2022-03-31 | $63,660,227 | 877,951 | Shares | Sole | 2022-05-04 |
| 2021-12-31 | $58,897,258 | 858,811 | Shares | Sole | 2022-01-31 |
| 2021-09-30 | $51,116,326 | 824,856 | Shares | Sole | 2021-10-29 |
| 2021-06-30 | $48,623,113 | 803,555 | Shares | Sole | 2021-08-11 |
| 2021-03-31 | $55,049,766 | 885,614 | Shares | Sole | 2021-05-04 |
| 2020-12-31 | $54,102,076 | 880,711 | Shares | Sole | 2021-02-11 |
| 2020-09-30 | $47,156,652 | 869,728 | Shares | Sole | 2020-11-05 |
| 2020-06-30 | $43,421,419 | 837,443 | Shares | Sole | 2020-08-12 |
| 2020-03-31 | $43,869,154 | 810,291 | Shares | Sole | 2020-05-11 |