Number of Shares
218,223
Previous 267,370 18.38%
Holding current value
$7.04 Million
Previous $8.43 Million 16.49%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 22, 2025

SELL
N/A
-49,147 Reduced 18.38%
218,223 $7.04 Million
Q2 2025

Aug 06, 2025

SELL
N/A
-33,293 Reduced 11.07%
267,370 $8.43 Million
Q1 2025

May 09, 2025

BUY
N/A
269,554 Added 866.48%
300,663 $9.19 Million
Q4 2024

Feb 10, 2025

BUY
N/A
31,109 New
31,109 $956,000
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.