COMMONWEALTH EQUITY SERVICES, LLC: HTRB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of COMMONWEALTH EQUITY SERVICES, LLC on HTRB, newest first. How the timeline and the estimate are built.
COMMONWEALTH EQUITY SERVICES, LLC held 634,309 HTRB shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 634,309 sharesChange vs previous 13F +9,962 shares
0.03% of the 13F portfolio, value $21,398,410.
13F-HR 0000312272-26-000020 filed by COMMONWEALTH EQUITY SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 624,347 sharesChange vs previous 13F -3,882 shares
0.03% of the 13F portfolio, value $21,065,470.
13F-HR 0000312272-26-000018 filed by COMMONWEALTH EQUITY SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 628,229 sharesChange vs previous 13F +25,326 shares
0.03% of the 13F portfolio, value $21,454,040.
13F-HR 0000312272-26-000007 filed by COMMONWEALTH EQUITY SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 602,903 sharesChange vs previous 13F +7,947 shares
0.03% of the 13F portfolio, value $20,674,000.
13F-HR 0000312272-25-000021 filed by COMMONWEALTH EQUITY SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 594,956 sharesChange vs previous 13F -62,367 shares
0.03% of the 13F portfolio, value $20,151,000.
13F-HR 0000312272-25-000015 filed by COMMONWEALTH EQUITY SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 657,323 sharesChange vs previous 13F -24,078 shares
0.03% of the 13F portfolio, value $22,257,000.
13F-HR 0000312272-25-000010 filed by COMMONWEALTH EQUITY SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 681,401 sharesChange vs previous 13F -6,374 shares
0.03% of the 13F portfolio, value $22,711,000.
13F-HR 0000312272-25-000002 filed by COMMONWEALTH EQUITY SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 687,775 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $24,045,000.
13F-HR 0000312272-24-000020 filed by COMMONWEALTH EQUITY SERVICES, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).