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COMMONWEALTH EQUITY SERVICES, LLC: UFEB position timeline

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

COMMONWEALTH EQUITY SERVICES, LLC held 109,088 UFEB 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 109,088 shares
    Change vs previous 13F -57,034 shares

    0.01% of the 13F portfolio, value $4,216,260.

    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 166,122 shares
    Change vs previous 13F +55,154 shares

    0.01% of the 13F portfolio, value $6,030,230.

    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 110,968 shares
    Change vs previous 13F -3,363 shares

    0.01% of the 13F portfolio, value $4,081,970.

    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 114,331 shares
    Change vs previous 13F -27,193 shares

    0.01% of the 13F portfolio, value $4,092,000.

    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 141,524 shares
    Change vs previous 13F +2,204 shares

    0.01% of the 13F portfolio, value $4,856,000.

    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 139,320 shares
    Change vs previous 13F +70,504 shares

    0.01% of the 13F portfolio, value $4,513,000.

    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 68,816 shares
    Change vs previous 13F -6,263 shares

    <0.01% of the 13F portfolio, value $2,290,000.

    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 75,079 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,443,000.

    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).