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COMMONWEALTH EQUITY SERVICES, LLC: CSWC position timeline

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

COMMONWEALTH EQUITY SERVICES, LLC held 36,203 CSWC 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 36,203 shares
    Change vs previous 13F -18,825 shares

    <0.01% of the 13F portfolio, value $860,552.

    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 55,028 shares
    Change vs previous 13F -37,319 shares

    <0.01% of the 13F portfolio, value $1,217,220.

    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 92,347 shares
    Change vs previous 13F -1,354 shares

    <0.01% of the 13F portfolio, value $2,045,480.

    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 93,701 shares
    Change vs previous 13F +13,913 shares

    <0.01% of the 13F portfolio, value $2,048,000.

    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 79,788 shares
    Change vs previous 13F +2,248 shares

    <0.01% of the 13F portfolio, value $1,759,000.

    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 77,540 shares
    Change vs previous 13F +6,428 shares

    <0.01% of the 13F portfolio, value $1,731,000.

    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 71,112 shares
    Change vs previous 13F -3,674 shares

    <0.01% of the 13F portfolio, value $1,552,000.

    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 74,786 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,891,000.

    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).