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COMMONWEALTH EQUITY SERVICES, LLC: HEQ position timeline

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

COMMONWEALTH EQUITY SERVICES, LLC held 171,821 HEQ 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 171,821 shares
    Change vs previous 13F +17,711 shares

    <0.01% of the 13F portfolio, value $1,972,510.

    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 154,110 shares
    Change vs previous 13F +3,671 shares

    <0.01% of the 13F portfolio, value $1,673,640.

    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 150,439 shares
    Change vs previous 13F -5,246 shares

    <0.01% of the 13F portfolio, value $1,617,220.

    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 155,685 shares
    Change vs previous 13F +651 shares

    <0.01% of the 13F portfolio, value $1,658,000.

    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 155,034 shares
    Change vs previous 13F +1,497 shares

    <0.01% of the 13F portfolio, value $1,640,000.

    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 153,537 shares
    Change vs previous 13F -375 shares

    <0.01% of the 13F portfolio, value $1,597,000.

    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 153,912 shares
    Change vs previous 13F +18,787 shares

    <0.01% of the 13F portfolio, value $1,571,000.

    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 135,125 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,482,000.

    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).