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COMMONWEALTH EQUITY SERVICES, LLC: EFIV position timeline

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

COMMONWEALTH EQUITY SERVICES, LLC held 29,783 EFIV 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 29,783 shares
    Change vs previous 13F +7,094 shares

    <0.01% of the 13F portfolio, value $2,172,080.

    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 22,689 shares
    Change vs previous 13F +11,061 shares

    <0.01% of the 13F portfolio, value $1,431,240.

    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 11,628 shares
    Change vs previous 13F -193 shares

    <0.01% of the 13F portfolio, value $769,210.

    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 11,821 shares
    Change vs previous 13F +2,057 shares

    <0.01% of the 13F portfolio, value $752,000.

    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 9,764 shares
    Change vs previous 13F +1,914 shares

    <0.01% of the 13F portfolio, value $572,000.

    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 7,850 shares
    Change vs previous 13F -80 shares

    <0.01% of the 13F portfolio, value $420,000.

    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 7,930 shares
    Change vs previous 13F +122 shares

    <0.01% of the 13F portfolio, value $448,000.

    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 7,808 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $435,000.

    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).