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COMMONWEALTH EQUITY SERVICES, LLC: IBTP position timeline

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

COMMONWEALTH EQUITY SERVICES, LLC held 208,648 IBTP 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 208,648 shares
    Change vs previous 13F +15,187 shares

    0.01% of the 13F portfolio, value $5,296,500.

    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 193,461 shares
    Change vs previous 13F +20,497 shares

    0.01% of the 13F portfolio, value $4,958,410.

    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 172,964 shares
    Change vs previous 13F +20,745 shares

    0.01% of the 13F portfolio, value $4,464,130.

    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 152,219 shares
    Change vs previous 13F +6,073 shares

    0.01% of the 13F portfolio, value $3,944,000.

    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 146,146 shares
    Change vs previous 13F +3,628 shares

    <0.01% of the 13F portfolio, value $3,757,000.

    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 142,518 shares
    Change vs previous 13F +7,426 shares

    0.01% of the 13F portfolio, value $3,658,000.

    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 135,092 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,353,000.

    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).