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COMMONWEALTH EQUITY SERVICES, LLC: EFV position timeline

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

COMMONWEALTH EQUITY SERVICES, LLC held 1,086,906 EFV 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 1,086,906 shares
    Change vs previous 13F -390,494 shares

    0.1% of the 13F portfolio, value $83,202,654.

    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 1,477,400 shares
    Change vs previous 13F -369,023 shares

    0.15% of the 13F portfolio, value $109,844,707.

    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 1,846,423 shares
    Change vs previous 13F -45,317 shares

    0.18% of the 13F portfolio, value $131,853,027.

    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 1,891,740 shares
    Change vs previous 13F +20,089 shares

    0.17% of the 13F portfolio, value $128,317,000.

    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 1,871,651 shares
    Change vs previous 13F +285,409 shares

    0.16% of the 13F portfolio, value $118,812,000.

    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 1,586,242 shares
    Change vs previous 13F -173,408 shares

    0.13% of the 13F portfolio, value $93,493,000.

    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 1,759,650 shares
    Change vs previous 13F +148,567 shares

    0.13% of the 13F portfolio, value $92,329,000.

    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 1,611,083 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $92,686,000.

    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).