Number of Shares
616,836
Previous 858,878 28.18%
Holding current value
$17.3 Million
Previous $23.4 Million 26.33%
% of portfolio
0.02%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025

SELL
N/A
-242,042 Reduced 28.18%
616,836 $17.3 Million
Q2 2025

Aug 06, 2025

BUY
N/A
13,779 Added 1.63%
858,878 $23.4 Million
Q1 2025

May 09, 2025

BUY
N/A
4,908 Added 0.58%
845,099 $21.9 Million
Q4 2024

Feb 10, 2025

BUY
N/A
840,191 New
840,191 $20.7 Million
Track This Portfolio

Track Commonwealth Equity Services, LLC Portfolio

Follow Commonwealth Equity Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Commonwealth Equity Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Commonwealth Equity Services, LLC with notifications on news.