Advertisement
Screener

Commonwealth Financial Services, LLC Historic Quarter Change: Foreign Funds, Sold Out

Commonwealth Financial Services, LLC historic quarter change: Foreign Funds, Sold out

In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), over 17 quarters from 2014-12-31 to 2026-06-30, Commonwealth Financial Services, LLC opened 0 positions, added to 0, reduced 0 and sold out of 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1536755), 17 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-15); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-07); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-06); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-21); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-25); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-09); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-27); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-22); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-28); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-21); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-26); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-27); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-28); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-30); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-28). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2014-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2023-09-30).

No position of this class changed this way in the filings compared.

Similar Firms

Firm NameCountry13F ValueHoldings
Summit Wealth Partners, LLCUnited States$0.632B271
ESSEX INVESTMENT MANAGEMENT CO LLCUnited States$0.632B305
Wealth Alliance Advisory Group, LLCUnited States$0.632B197
Secure Asset Management, LLCUnited States$0.632B327
American Money Management, LLCUnited States$0.632B168
BlueSpruce Investments, LPUnited States$0.631B10
Probity Advisors, Inc.United States$0.631B230
Security Financial Services, INC.United States$0.632B203
Rollins Financial Advisors, LLCUnited States$0.632B158
SilverOak Wealth Management LLCUnited States$0.632B121