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COMMONWEALTH EQUITY SERVICES, LLC: OAKM position timeline

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

COMMONWEALTH EQUITY SERVICES, LLC held 795,881 OAKM 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 795,881 shares
    Change vs previous 13F +95,066 shares

    0.03% of the 13F portfolio, value $22,419,970.

    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 700,815 shares
    Change vs previous 13F +94,394 shares

    0.03% of the 13F portfolio, value $19,317,960.

    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 606,421 shares
    Change vs previous 13F +37,382 shares

    0.02% of the 13F portfolio, value $17,198,096.

    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 569,039 shares
    Change vs previous 13F +364,746 shares

    0.02% of the 13F portfolio, value $15,239,000.

    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 204,293 shares
    Change vs previous 13F +100,591 shares

    0.01% of the 13F portfolio, value $5,246,000.

    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 103,702 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,536,000.

    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).