| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 27 | Q2 2024 | 5.2% |
| ISHARES TR | 27 | Q2 2024 | 2.5% |
| VANGUARD TAX-MANAGED INTL FD | 27 | Q2 2024 | 2.8% |
| MICROSOFT CORP | 27 | Q2 2024 | 2.5% |
| SPDR S&P 500 ETF TR | 27 | Q2 2024 | 1.7% |
| ISHARES TR | 27 | Q2 2024 | 2.9% |
| AMAZON COM INC | 27 | Q2 2024 | 2.0% |
| VANGUARD INDEX FDS | 27 | Q2 2024 | 2.2% |
| BERKSHIRE HATHAWAY INC DEL | 27 | Q2 2024 | 1.3% |
| ISHARES TR | 27 | Q2 2024 | 2.6% |
View COMMONWEALTH EQUITY SERVICES, LLC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| TORTOISE PIPELINE & ENERGY FUND, INC. | December 06, 2023 | 139,845 | 7.0% |
| FS Credit Opportunities Corp. | February 22, 2023 | 10,104,494 | 5.1% |
| FS Investment CORP | February 09, 2018 | 11,151,906 | 4.5% |
View COMMONWEALTH EQUITY SERVICES, LLC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-31 |
| N-PX | 2024-07-24 |
| 13F-HR | 2024-04-29 |
| X-17A-5 | 2024-02-28 |
| SC 13G/A | 2024-02-09 |
| 13F-HR | 2024-02-06 |
| SC 13G/A | 2023-12-06 |
| SC 13G/A | 2023-11-03 |
| 13F-HR | 2023-10-23 |
| 13F-HR | 2023-08-10 |
View COMMONWEALTH EQUITY SERVICES, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.