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COMMONWEALTH EQUITY SERVICES, LLC: PTY position timeline

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

COMMONWEALTH EQUITY SERVICES, LLC held 441,508 PTY 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 441,508 shares
    Change vs previous 13F -17,416 shares

    0.01% of the 13F portfolio, value $5,311,350.

    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 458,924 shares
    Change vs previous 13F -37,137 shares

    0.01% of the 13F portfolio, value $5,534,626.

    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 496,061 shares
    Change vs previous 13F -147,265 shares

    0.01% of the 13F portfolio, value $6,399,190.

    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 643,326 shares
    Change vs previous 13F -289,051 shares

    0.01% of the 13F portfolio, value $9,290,000.

    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 932,377 shares
    Change vs previous 13F -149,988 shares

    0.02% of the 13F portfolio, value $12,969,000.

    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 1,082,365 shares
    Change vs previous 13F +95,449 shares

    0.02% of the 13F portfolio, value $15,651,000.

    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 986,916 shares
    Change vs previous 13F -4,830 shares

    0.02% of the 13F portfolio, value $14,182,000.

    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 991,746 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $14,271,000.

    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).