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COMMONWEALTH EQUITY SERVICES, LLC

CIK
312272
City
WALTHAM
State / Country
MA

Top Portfolio Positions

2,199 positions · $27,310,830,072 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in WINA

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Shares Held

Position Value (USD)

20 quarters on record
Report Date Value (USD) Shares
2026-03-31 $2,186,490 5,114
2025-12-31 $2,066,003 5,102
2025-09-30 $2,479,890 4,982
2025-06-30 $3,013,327 7,980
2025-03-31 $4,606,254 14,491
2024-12-31 $5,698,335 14,497
2024-09-30 $5,445,647 14,221
2024-06-30 $5,002,409 14,186
2024-03-31 $5,116,246 14,145
2023-12-31 $5,894,553 14,117
2023-09-30 $4,960,017 13,293
2023-06-30 $4,410,214 13,265
2023-03-31 $4,242,493 13,240
2022-12-31 $3,114,842 13,208
2022-09-30 $2,835,352 13,106
2022-06-30 $2,563,140 13,106
2022-03-31 $2,883,320 13,106
2021-12-31 $3,254,088 13,106
2021-09-30 $3,248,243 15,106
2021-06-30 $3,055,224 15,906