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COMMONWEALTH EQUITY SERVICES, LLC: CAIQ position timeline

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

COMMONWEALTH EQUITY SERVICES, LLC held 472,164 CAIQ 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 472,164 shares
    Change vs previous 13F +13,039 shares

    0.02% of the 13F portfolio, value $12,677,590.

    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 459,125 shares
    Change vs previous 13F +412,989 shares

    0.02% of the 13F portfolio, value $10,944,340.

    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 46,136 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,182,230.

    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).