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COMMONWEALTH EQUITY SERVICES, LLC: XLU position timeline

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

COMMONWEALTH EQUITY SERVICES, LLC held 1,636,433 XLU 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 1,636,433 shares
    Change vs previous 13F +34,384 shares

    0.09% of the 13F portfolio, value $74,195,880.

    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 1,602,049 shares
    Change vs previous 13F +40,886 shares

    0.1% of the 13F portfolio, value $73,518,044.

    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 1,561,163 shares
    Change vs previous 13F +578,271 shares

    0.09% of the 13F portfolio, value $66,646,026.

    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 982,892 shares
    Change vs previous 13F +159,660 shares

    0.11% of the 13F portfolio, value $85,718,000.

    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 823,232 shares
    Change vs previous 13F +18,628 shares

    0.09% of the 13F portfolio, value $67,225,000.

    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 804,604 shares
    Change vs previous 13F +71,133 shares

    0.09% of the 13F portfolio, value $63,443,000.

    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 733,471 shares
    Change vs previous 13F +39,758 shares

    0.08% of the 13F portfolio, value $55,516,000.

    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 693,713 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $56,038,000.

    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).