$38.8 Billion is the total value of COMMONWEALTH EQUITY SERVICES, LLC's 3662 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $60,157,000 | -0.6% | 148 | 0.0% | 0.16% | -1.9% | |
| WINA | WINMARK CORP | $2,835,000 | +10.6% | 13,106 | 0.0% | 0.01% | 0.0% | |
| MKCV | MCCORMICK & CO INC | $2,193,000 | -11.9% | 29,972 | 0.0% | 0.01% | 0.0% | |
| UJUN | INNOVATOR ETFS TRus eqt ultra bf | $2,115,000 | -2.1% | 81,269 | 0.0% | 0.01% | -16.7% | |
| DCO | DUCOMMUN INC DEL | $1,706,000 | -7.8% | 43,029 | 0.0% | 0.00% | -20.0% | |
| CRCT | CRICUT INC | $1,518,000 | +50.7% | 164,015 | 0.0% | 0.00% | +33.3% | |
| UMAR | INNOVATOR ETFS TRus eqt ultra bf | $983,000 | -1.4% | 35,513 | 0.0% | 0.00% | 0.0% | |
| EVBN | EVANS BANCORP INC | $1,035,000 | +7.8% | 28,265 | 0.0% | 0.00% | 0.0% | |
| AZAA | AIM ETF PRODUCTS TRUSTus lrg cp buf10 | $1,145,000 | -2.6% | 44,579 | 0.0% | 0.00% | 0.0% | |
| ATOM | ATOMERA INC | $985,000 | +8.0% | 97,312 | 0.0% | 0.00% | +50.0% | |
| ARHAUS INC | $975,000 | +56.8% | 138,411 | 0.0% | 0.00% | +50.0% | ||
| ALG | ALAMO GROUP INC | $1,286,000 | +5.0% | 10,522 | 0.0% | 0.00% | 0.0% | |
| CM | CANADIAN IMPERIAL BK COMM TO | $1,052,000 | -9.9% | 24,059 | 0.0% | 0.00% | 0.0% | |
| NBN | NORTHEAST BK LEWISTON ME | $1,358,000 | +0.4% | 37,037 | 0.0% | 0.00% | -25.0% | |
| TNET | TRINET GROUP INC | $997,000 | -8.2% | 14,000 | 0.0% | 0.00% | 0.0% | |
| SENT | ADVISORSHARES TRalpha dna equity | $702,000 | +4.3% | 32,500 | 0.0% | 0.00% | 0.0% | |
| MNRL | BRIGHAM MINERALS INC | $864,000 | +0.2% | 35,036 | 0.0% | 0.00% | 0.0% | |
| DEI | DOUGLAS EMMETT INC | $828,000 | -19.9% | 46,235 | 0.0% | 0.00% | -33.3% | |
| AUGZ | LISTED FD TRtrueshares struc | $962,000 | -4.1% | 33,757 | 0.0% | 0.00% | -33.3% | |
| QQH | NORTHERN LTS FD TR IIIhcm defnd 100 | $612,000 | -5.1% | 17,458 | 0.0% | 0.00% | 0.0% | |
| ROG | ROGERS CORP | $691,000 | -7.7% | 2,858 | 0.0% | 0.00% | 0.0% | |
| AGOX | STARBOARD INVT TRadaptive alpha | $683,000 | -4.7% | 35,611 | 0.0% | 0.00% | 0.0% | |
| DALI | FIRST TR EXCHANGE-TRADED FDdorseywrgt etf | $208,000 | -5.0% | 8,654 | 0.0% | 0.00% | 0.0% | |
| FFBW | FFBW INC MD | $561,000 | -2.1% | 47,200 | 0.0% | 0.00% | 0.0% | |
| ESE | ESCO TECHNOLOGIES INC | $344,000 | +7.5% | 4,684 | 0.0% | 0.00% | 0.0% | |
| ENVA | ENOVA INTL INC | $207,000 | +1.5% | 7,100 | 0.0% | 0.00% | 0.0% | |
| ETX | EATON VANCE MUN INCOME 2028 | $501,000 | -9.7% | 26,819 | 0.0% | 0.00% | 0.0% | |
| SPNE | SEASPINE HLDGS CORP | $363,000 | +0.3% | 64,079 | 0.0% | 0.00% | 0.0% | |
| SIBN | SI-BONE INC | $461,000 | +32.5% | 26,410 | 0.0% | 0.00% | 0.0% | |
| IVH | DELAWARE IVY HIGH INCOME OPP | $202,000 | -1.5% | 20,036 | 0.0% | 0.00% | 0.0% | |
| DXPE | DXP ENTERPRISES INC | $335,000 | -22.6% | 14,151 | 0.0% | 0.00% | 0.0% | |
| SPPP | SPROTT PHYSICAL PLAT PALLADunit | $358,000 | +8.2% | 25,100 | 0.0% | 0.00% | 0.0% | |
| CYXTERA TECHNOLOGIES INC | $325,000 | -64.0% | 79,711 | 0.0% | 0.00% | -50.0% | ||
| SQSP | SQUARESPACE INCclass a | $213,000 | +1.9% | 10,000 | 0.0% | 0.00% | 0.0% | |
| CFB | CROSSFIRST BANKSHARES INC | $222,000 | -0.9% | 17,018 | 0.0% | 0.00% | 0.0% | |
| CORE SCIENTIFIC INC | $229,000 | -12.6% | 176,151 | 0.0% | 0.00% | 0.0% | ||
| COKE | COCA COLA CONS INC | $570,000 | -26.9% | 1,384 | 0.0% | 0.00% | -50.0% | |
| BDXB | BECTON DICKINSON & CO6% dp conv pfd b | $549,000 | -4.7% | 11,652 | 0.0% | 0.00% | -50.0% | |
| B | BARNES GROUP INC | $218,000 | -7.6% | 7,579 | 0.0% | 0.00% | 0.0% | |
| ARDS | ARIDIS PHARMACEUTICALS INC | $527,000 | -15.4% | 567,200 | 0.0% | 0.00% | -50.0% | |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $196,000 | -10.1% | 10,259 | 0.0% | 0.00% | 0.0% | |
| ASYS | AMTECH SYS INC | $314,000 | +16.3% | 37,000 | 0.0% | 0.00% | 0.0% | |
| ABCB | AMERIS BANCORP | $227,000 | +11.3% | 5,082 | 0.0% | 0.00% | 0.0% | |
| XERIS BIOPHARMA HOLDINGS INC | $229,000 | +1.3% | 147,234 | 0.0% | 0.00% | 0.0% | ||
| ZIOP | ALAUNOS THERAPEUTICS INC | $220,000 | +39.2% | 128,066 | 0.0% | 0.00% | – | |
| HIGA | H I G ACQUISITION CORP | $567,000 | +1.2% | 56,577 | 0.0% | 0.00% | 0.0% | |
| HOLI | HOLLYSYS AUTOMATION TCHNGY L | $555,000 | +15.4% | 32,504 | 0.0% | 0.00% | 0.0% | |
| MYOV | MYOVANT SCIENCES LTD | $239,000 | +44.8% | 13,353 | 0.0% | 0.00% | – | |
| TSEM | TOWER SEMICONDUCTOR LTD | $547,000 | -4.9% | 12,462 | 0.0% | 0.00% | 0.0% | |
| IFRX | INFLARX NV | $244,000 | +82.1% | 92,600 | 0.0% | 0.00% | – | |
| BWMX | BETTERWARE DE MEXC S A P I D | $245,000 | -14.0% | 33,000 | 0.0% | 0.00% | 0.0% | |
| MAYZ | LISTED FD TRtrueshares struc | $460,000 | -3.0% | 20,980 | 0.0% | 0.00% | 0.0% | |
| JHMC | JOHN HANCOCK EXCHANGE TRADEDmultifactor co | $301,000 | +0.7% | 7,843 | 0.0% | 0.00% | 0.0% | |
| AVO | MISSION PRODUCE INC | $242,000 | +1.3% | 16,776 | 0.0% | 0.00% | 0.0% | |
| NEN | NEW ENGLAND RLTY ASSOC LTD Pdepositry rcpt | $456,000 | 0.0% | 5,925 | 0.0% | 0.00% | 0.0% | |
| MRSK | NORTHERN LIGHTS FD TR | $434,000 | -1.1% | 16,996 | 0.0% | 0.00% | 0.0% | |
| LGH | NORTHERN LTS FD TR IIIhcm defen 500 | $252,000 | -4.2% | 7,596 | 0.0% | 0.00% | 0.0% | |
| INNOVATOR ETFS TRgrwt accltd plus | $370,000 | -4.6% | 21,901 | 0.0% | 0.00% | 0.0% | ||
| NUO | NUVEEN OHIO QLTY MUN INCOME | $220,000 | -7.2% | 18,732 | 0.0% | 0.00% | 0.0% | |
| LPRO | OPEN LENDING CORP | $564,000 | -21.4% | 70,261 | 0.0% | 0.00% | -50.0% | |
| PSCW | PACER FDS TRswan sos cons ap | $532,000 | -1.1% | 26,393 | 0.0% | 0.00% | 0.0% | |
| PSFD | PACER FDS TRswan sos flx jan | $423,000 | -0.9% | 19,770 | 0.0% | 0.00% | 0.0% | |
| HSRT | HARTFORD FDS EXCHANGE TRADEDshrt durtn etf | $542,000 | -1.5% | 14,474 | 0.0% | 0.00% | 0.0% | |
| GABC | GERMAN AMERN BANCORP INC | $471,000 | +4.4% | 13,213 | 0.0% | 0.00% | 0.0% | |
| PIPR | PIPER SANDLER COMPANIES | $218,000 | -7.6% | 2,084 | 0.0% | 0.00% | 0.0% | |
| PROSPECT CAP CORPnote 6.375% 3/0 | $475,000 | -0.6% | 468,000 | 0.0% | 0.00% | 0.0% | ||
| RBB | RBB BANCORP | $356,000 | +0.6% | 17,144 | 0.0% | 0.00% | 0.0% | |
| CVV | CVD EQUIP CORP | $129,000 | +31.6% | 24,815 | 0.0% | 0.00% | – | |
| BUZZFEED INC | $23,000 | 0.0% | 15,000 | 0.0% | 0.00% | – | ||
| FNHC | FEDNAT HLDG CO | $1,000 | -66.7% | 12,450 | 0.0% | 0.00% | – | |
| MEIP | MEI PHARMA INC | $15,000 | -37.5% | 40,100 | 0.0% | 0.00% | – | |
| ALZN | ALZAMEND NEURO INC | $19,000 | +35.7% | 16,666 | 0.0% | 0.00% | – | |
| MINERVA SURGICAL INC | $18,000 | -66.7% | 23,339 | 0.0% | 0.00% | – | ||
| SNMP | EVOLVE TRANSITION INFRASTRU | $13,000 | -18.8% | 40,493 | 0.0% | 0.00% | – | |
| EOLS | EVOLUS INC | $86,000 | -31.2% | 10,800 | 0.0% | 0.00% | – | |
| GMBL | ESPORTS ENTMT GROUP INC | $2,000 | -75.0% | 20,285 | 0.0% | 0.00% | – | |
| BHRPRB | BRAEMAR HOTELS & RESORTS INC5.5 cum cv pfd b | $162,000 | -7.4% | 10,985 | 0.0% | 0.00% | – | |
| AEI | ALSET EHOME INTERNATIONAL IN | $5,000 | -16.7% | 20,419 | 0.0% | 0.00% | – | |
| ABSCI CORPORATION | $92,000 | -5.2% | 29,500 | 0.0% | 0.00% | – | ||
| BSFC | BLUE STAR FOODS CORP | $7,000 | -53.3% | 12,500 | 0.0% | 0.00% | – | |
| ALPP | ALPINE 4 HOLDINGS INCcl a | $6,000 | -25.0% | 12,180 | 0.0% | 0.00% | – | |
| ELMD | ELECTROMED INC | $106,000 | +6.0% | 10,417 | 0.0% | 0.00% | – | |
| AAU | ALMADEN MINERALS LTD | $2,000 | 0.0% | 12,845 | 0.0% | 0.00% | – | |
| XSPA | XPRESSPA GROUP INC | $23,000 | +15.0% | 30,200 | 0.0% | 0.00% | – | |
| SGMO | SANGAMO THERAPEUTICS INC | $116,000 | +18.4% | 23,824 | 0.0% | 0.00% | – | |
| ZEST | ECOARK HLDGS INC | $31,000 | -50.8% | 24,213 | 0.0% | 0.00% | – | |
| AESE | ALLIED ESPORTS ENTMT INC | $12,000 | -14.3% | 10,425 | 0.0% | 0.00% | – | |
| SCPH | SCPHARMACEUTICALS INC | $101,000 | +36.5% | 15,530 | 0.0% | 0.00% | – | |
| ZYME | ZYMEWORKS INC | $158,000 | +16.2% | 25,744 | 0.0% | 0.00% | – | |
| EMX | EMX RTY CORP | $29,000 | 0.0% | 16,019 | 0.0% | 0.00% | – | |
| BITF | BITFARMS LTD | $38,000 | -5.0% | 36,188 | 0.0% | 0.00% | – | |
| BSGM | BIOSIG TECHNOLOGIES INC | $80,000 | -2.4% | 125,705 | 0.0% | 0.00% | – | |
| DRRX | DURECT CORP | $13,000 | +30.0% | 22,955 | 0.0% | 0.00% | – | |
| DRAGANFLY INC. | $11,000 | -21.4% | 16,186 | 0.0% | 0.00% | – | ||
| SESN | SESEN BIO INC | $20,000 | -50.0% | 49,385 | 0.0% | 0.00% | – | |
| SFT | SHIFT TECHNOLOGIES INCcl a | $29,000 | +7.4% | 41,450 | 0.0% | 0.00% | – | |
| SIEN | SIENTRA INC | $8,000 | -27.3% | 13,500 | 0.0% | 0.00% | – | |
| NERDWALLET INC | $102,000 | +12.1% | 11,600 | 0.0% | 0.00% | – | ||
| SVM | SILVERCORP METALS INC | $58,000 | -6.5% | 25,050 | 0.0% | 0.00% | – | |
| DISH NETWORK CORPORATIONnote 3.375% 8/1 | $17,000 | +6.2% | 25,000 | 0.0% | 0.00% | – | ||
| NEWP | NEW PAC METALS CORP | $21,000 | -27.6% | 10,321 | 0.0% | 0.00% | – | |
| NXE | NEXGEN ENERGY LTD | $48,000 | +2.1% | 13,149 | 0.0% | 0.00% | – | |
| MRKR | MARKER THERAPEUTICS INC | $4,000 | 0.0% | 12,400 | 0.0% | 0.00% | – | |
| VERB | VERB TECHNOLOGY CO INC | $8,000 | -11.1% | 18,150 | 0.0% | 0.00% | – | |
| DARE | DARE BIOSCIENCE INC | $43,000 | -18.9% | 43,579 | 0.0% | 0.00% | – | |
| SOUTHWEST AIRLS COnote 1.250% 5/0 | $11,000 | 0.0% | 10,000 | 0.0% | 0.00% | – | ||
| MTNB | MATINAS BIOPHARMA HLDGS INC | $18,000 | -21.7% | 29,250 | 0.0% | 0.00% | – | |
| ANY | SPHERE 3D CORP NEW | $4,000 | -20.0% | 10,317 | 0.0% | 0.00% | – | |
| INSPIRATO INCORPORATED*w exp 02/11/202 | $7,000 | -65.0% | 31,000 | 0.0% | 0.00% | – | ||
| ADIL | ADIAL PHARMACEUTICALS INC | $12,000 | -75.0% | 36,461 | 0.0% | 0.00% | – | |
| CTOSWS | CUSTOM TRUCK ONE SOURCE INC*w exp 01/01/202 | $31,000 | +19.2% | 46,500 | 0.0% | 0.00% | – | |
| VIEW | VIEW INC | $28,000 | -17.6% | 21,302 | 0.0% | 0.00% | – | |
| CULLMAN BANCORP INC | $107,000 | -6.1% | 10,098 | 0.0% | 0.00% | – | ||
| VGZ | VISTA GOLD CORP | $32,000 | -23.8% | 62,500 | 0.0% | 0.00% | – | |
| MIRO | MIROMATRIX MED INC | $116,000 | +9.4% | 26,669 | 0.0% | 0.00% | – | |
| OMEROS CORPnote 6.250%11/1 | $14,000 | 0.0% | 16,000 | 0.0% | 0.00% | – | ||
| IAG | IAMGOLD CORP | $30,000 | -33.3% | 28,063 | 0.0% | 0.00% | – | |
| BARK | BARK INC | $60,000 | +42.9% | 33,178 | 0.0% | 0.00% | – | |
| IMAC | IMAC HLDGS INC | $30,000 | -54.5% | 80,000 | 0.0% | 0.00% | – | |
| OTLK | OUTLOOK THERAPEUTICS INC | $20,000 | +25.0% | 16,522 | 0.0% | 0.00% | – | |
| SURGEPAYS INC | $136,000 | -5.6% | 29,915 | 0.0% | 0.00% | – | ||
| CRMD | CORMEDIX INC | $72,000 | -29.4% | 25,589 | 0.0% | 0.00% | – | |
| VIZSLA SILVER CORP | $13,000 | +8.3% | 11,817 | 0.0% | 0.00% | – | ||
| TRX GOLD CORPORATION | $11,000 | +10.0% | 28,500 | 0.0% | 0.00% | – | ||
| SCOR | COMSCORE INC | $26,000 | -18.8% | 15,965 | 0.0% | 0.00% | – | |
| HMY | HARMONY GOLD MINING CO LTDsponsored adr | $50,000 | -23.1% | 20,871 | 0.0% | 0.00% | – | |
| IGA | VOYA GLBL ADV & PREM OPP FD | $87,000 | -7.4% | 10,415 | 0.0% | 0.00% | – | |
| VYGR | VOYAGER THERAPEUTICS INC | $144,000 | +0.7% | 24,334 | 0.0% | 0.00% | – | |
| LUNA | LUNA INNOVATIONS INC | $179,000 | -23.8% | 40,436 | 0.0% | 0.00% | -100.0% | |
| TISI | TEAM INC | $27,000 | +42.1% | 25,768 | 0.0% | 0.00% | – | |
| WTI | W & T OFFSHORE INC | $190,000 | +35.7% | 32,500 | 0.0% | 0.00% | – | |
| CODA | CODA OCTOPUS GROUP INC | $89,000 | +8.5% | 16,500 | 0.0% | 0.00% | – | |
| PHUN | PHUNWARE INC | $13,000 | +8.3% | 11,645 | 0.0% | 0.00% | – | |
| AUMN | GOLDEN MINERALS CO | $43,000 | -27.1% | 167,389 | 0.0% | 0.00% | – | |
| GLYC | GLYCOMIMETICS INC | $5,000 | 0.0% | 10,000 | 0.0% | 0.00% | – | |
| SPFF | GLOBAL X FDSglbx suprinc etf | $157,000 | -3.7% | 15,905 | 0.0% | 0.00% | – | |
| TEVA PHARMACEUTICAL FIN LLCdbcv 0.250% 2/0 | $8,000 | -20.0% | 11,000 | 0.0% | 0.00% | – | ||
| CNSP | CNS PHARMACEUTICALS INC | $3,000 | -40.0% | 20,000 | 0.0% | 0.00% | – | |
| CCO | CLEAR CHANNEL OUTDOOR HLDGS | $16,000 | +33.3% | 12,021 | 0.0% | 0.00% | – | |
| PLG | PLATINUM GROUP METALS LTD | $22,000 | +22.2% | 13,839 | 0.0% | 0.00% | – | |
| PBPB | POTBELLY CORP | $111,000 | -19.6% | 24,550 | 0.0% | 0.00% | – | |
| PRESIDIO PPTY TR INC*w exp 01/24/202 | $1,000 | -50.0% | 15,705 | 0.0% | 0.00% | – | ||
| GALT | GALECTIN THERAPEUTICS INC | $62,000 | +24.0% | 38,220 | 0.0% | 0.00% | – | |
| LXRX | LEXICON PHARMACEUTICALS INC | $58,000 | +28.9% | 24,576 | 0.0% | 0.00% | – | |
| GTBP | GT BIOPHARMA INC | $19,000 | -42.4% | 11,169 | 0.0% | 0.00% | – | |
| PROG | BIORA THERAPEUTICS INC | $63,000 | -30.8% | 130,034 | 0.0% | 0.00% | – | |
| ARES CAPITAL CORPnote 4.625% 3/0 | $81,000 | -2.4% | 80,000 | 0.0% | 0.00% | – | ||
| TMDI | TITAN MED INC | $23,000 | -11.5% | 51,889 | 0.0% | 0.00% | – | |
| EOD | ALLSPRING GLOBAL DIVIDEND OP | $96,000 | -5.0% | 23,168 | 0.0% | 0.00% | – | |
| ARDX | ARDELYX INC | $20,000 | +100.0% | 17,100 | 0.0% | 0.00% | – | |
| CZWI | CITIZENS CMNTY BANCORP INC M | $161,000 | -12.0% | 13,252 | 0.0% | 0.00% | – | |
| LIANBIOsponsored ads | $21,000 | -8.7% | 10,830 | 0.0% | 0.00% | – | ||
| CTXR | CITIUS PHARMACEUTICALS INC | $33,000 | +32.0% | 28,054 | 0.0% | 0.00% | – | |
| AQB | AQUABOUNTY TECHNOLOGIES INC | $27,000 | -55.0% | 35,513 | 0.0% | 0.00% | – | |
| TRVN | TREVENA INC | $1,000 | -80.0% | 12,508 | 0.0% | 0.00% | – | |
| AQMS | AQUA METALS INC | $49,000 | -5.8% | 65,197 | 0.0% | 0.00% | – | |
| YTRA | YATRA ONLINE INC | $34,000 | 0.0% | 15,525 | 0.0% | 0.00% | – | |
| CKPT | CHECKPOINT THERAPEUTICS INC | $14,000 | 0.0% | 14,400 | 0.0% | 0.00% | – | |
| TPHS | TRINITY PL HLDGS INC | $11,000 | -8.3% | 12,502 | 0.0% | 0.00% | – | |
| FORGEROCK INCcl a | $152,000 | -32.1% | 10,500 | 0.0% | 0.00% | -100.0% | ||
| TRUE | TRUECAR INC | $143,000 | -41.6% | 94,751 | 0.0% | 0.00% | -100.0% | |
| QUBT | QUANTUM COMPUTING INC | $41,000 | +5.1% | 16,622 | 0.0% | 0.00% | – | |
| FLDM | STANDARD BIOTOOLS INC | $17,000 | -29.2% | 15,452 | 0.0% | 0.00% | – | |
| AXTI | AXT INC | $85,000 | +14.9% | 12,780 | 0.0% | 0.00% | – | |
| REAX | THE REAL BROKERAGE INC | $35,000 | -5.4% | 24,912 | 0.0% | 0.00% | – | |
| WHLRP | WHEELER REAL ESTATE INVT TRcv pfd ser b | $39,000 | -54.1% | 17,060 | 0.0% | 0.00% | – | |
| REDWOOD TRUST INCnote 4.750% 8/1 | $9,000 | 0.0% | 10,000 | 0.0% | 0.00% | – | ||
| USAU | U S GOLD CORP | $37,000 | -11.9% | 10,000 | 0.0% | 0.00% | – | |
| RPHM | RENEO PHARMACEUTICALS INC | $74,000 | +25.4% | 22,347 | 0.0% | 0.00% | – | |
| KALA | KALA PHARMACEUTICALS INC | $2,000 | -33.3% | 10,192 | 0.0% | 0.00% | – | |
| PRTS | CARPARTS COM INC | $54,000 | -25.0% | 10,470 | 0.0% | 0.00% | – | |
| UAMY | UNITED STATES ANTIMONY CORP | $6,000 | -14.3% | 18,790 | 0.0% | 0.00% | – | |
| LINC | LINCOLN EDL SVCS CORP | $118,000 | -13.9% | 21,750 | 0.0% | 0.00% | – | |
| UPH | UPHEALTH INC | $10,000 | -16.7% | 20,425 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 24 | Q3 2023 | 5.2% |
| ISHARES TR | 24 | Q3 2023 | 2.4% |
| VANGUARD TAX-MANAGED INTL FD | 24 | Q3 2023 | 2.8% |
| MICROSOFT CORP | 24 | Q3 2023 | 2.3% |
| SPDR S&P 500 ETF TR | 24 | Q3 2023 | 1.7% |
| ISHARES TR | 24 | Q3 2023 | 2.9% |
| AMAZON COM INC | 24 | Q3 2023 | 2.0% |
| VANGUARD INDEX FDS | 24 | Q3 2023 | 2.2% |
| ISHARES TR | 24 | Q3 2023 | 2.6% |
| BERKSHIRE HATHAWAY INC DEL | 24 | Q3 2023 | 1.3% |
View COMMONWEALTH EQUITY SERVICES, LLC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| 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 | 2024-04-29 |
| 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 |
| 13F-HR | 2023-05-11 |
| X-17A-5 | 2023-02-27 |
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.