Number of Shares
102,101
Previous 87,326 16.92%
Holding current value
$5.37 Million
Previous $3.83 Million 39.93%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025

BUY
N/A
14,775 Added 16.92%
102,101 $5.37 Million
Q1 2025

May 09, 2025

BUY
N/A
41,297 Added 89.72%
87,326 $3.83 Million
Q4 2024

Feb 10, 2025

BUY
N/A
12,193 Added 36.04%
46,029 $2.27 Million
Q3 2024

Oct 18, 2024

BUY
N/A
3,828 Added 12.76%
33,836 $1.54 Million
Q2 2024

Jul 31, 2024

BUY
N/A
2,423 Added 8.78%
30,008 $1.35 Million
Q1 2024

Apr 29, 2024

BUY
N/A
9,672 Added 53.99%
27,585 $1.13 Million
Q4 2023

Feb 06, 2024

BUY
N/A
17,913 New
17,913 $655,000
Track This Portfolio

Track Commonwealth Equity Services, LLC Portfolio

Follow Commonwealth Equity Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Commonwealth Equity Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Commonwealth Equity Services, LLC with notifications on news.