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COMMONWEALTH EQUITY SERVICES, LLC: CAIE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of COMMONWEALTH EQUITY SERVICES, LLC on CAIE, newest first. How the timeline and the estimate are built.

COMMONWEALTH EQUITY SERVICES, LLC held 413,085 CAIE shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 413,085 shares
    Change vs previous 13F -203,100 shares

    0.01% of the 13F portfolio, value $11,240,050.

    13F-HR 0000312272-26-000020 filed by COMMONWEALTH EQUITY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 616,185 shares
    Change vs previous 13F +441,181 shares

    0.02% of the 13F portfolio, value $15,490,900.

    13F-HR 0000312272-26-000018 filed by COMMONWEALTH EQUITY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 175,004 shares
    Change vs previous 13F +97,373 shares

    0.01% of the 13F portfolio, value $4,679,590.

    13F-HR 0000312272-26-000007 filed by COMMONWEALTH EQUITY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 77,631 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,133,000.

    13F-HR 0000312272-25-000021 filed by COMMONWEALTH EQUITY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).