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COMMONWEALTH EQUITY SERVICES, LLC: CFO position timeline

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

COMMONWEALTH EQUITY SERVICES, LLC held 164,099 CFO 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 164,099 shares
    Change vs previous 13F -1,573 shares

    0.02% of the 13F portfolio, value $13,140,780.

    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 165,672 shares
    Change vs previous 13F -3,462 shares

    0.02% of the 13F portfolio, value $12,284,940.

    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 169,134 shares
    Change vs previous 13F -4,874 shares

    0.02% of the 13F portfolio, value $12,489,460.

    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 174,008 shares
    Change vs previous 13F -1,321 shares

    0.02% of the 13F portfolio, value $12,840,000.

    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).

  5. period ended2025-06-30
    13F 175,329 shares
    Change vs previous 13F -286 shares

    0.02% of the 13F portfolio, value $12,499,000.

    13F-HR 0000312272-25-000015 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).

  6. period ended2025-03-31
    13F 175,615 shares
    Change vs previous 13F -5,090 shares

    0.02% of the 13F portfolio, value $12,031,000.

    13F-HR 0000312272-25-000010 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).

  7. period ended2024-12-31
    13F 180,705 shares
    Change vs previous 13F -7,729 shares

    0.02% of the 13F portfolio, value $12,458,000.

    13F-HR 0000312272-25-000002 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).

  8. period ended2024-09-30
    13F 188,434 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $13,151,000.

    13F-HR 0000312272-24-000020 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).