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COMMONWEALTH EQUITY SERVICES, LLC: PSEP position timeline

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

COMMONWEALTH EQUITY SERVICES, LLC held 867,478 PSEP 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 867,478 shares
    Change vs previous 13F -158,027 shares

    0.05% of the 13F portfolio, value $39,947,345.

    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 1,025,505 shares
    Change vs previous 13F -46,763 shares

    0.06% of the 13F portfolio, value $44,158,232.

    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 1,072,268 shares
    Change vs previous 13F -57,417 shares

    0.06% of the 13F portfolio, value $46,877,839.

    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 1,129,685 shares
    Change vs previous 13F +529,547 shares

    0.06% of the 13F portfolio, value $48,520,000.

    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 600,138 shares
    Change vs previous 13F -55,772 shares

    0.03% of the 13F portfolio, value $24,540,000.

    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 655,910 shares
    Change vs previous 13F +44,675 shares

    0.04% of the 13F portfolio, value $25,194,000.

    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 611,235 shares
    Change vs previous 13F -52,655 shares

    0.03% of the 13F portfolio, value $23,890,000.

    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 663,890 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $25,580,000.

    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).