Commonwealth Financial Services, LLC quarter change: Foreign Bonds: Zero-Coupon Convertibles, Sold out
In zero-coupon convertible notes (no coupon in the filed class) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Commonwealth Financial Services, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1536755): 2026-03-31 (filed 2026-05-07) and 2026-06-30 (filed 2026-07-15). 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; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Summit Wealth Partners, LLC | United States | $0.632B | 271 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | United States | $0.632B | 305 |
| Wealth Alliance Advisory Group, LLC | United States | $0.632B | 197 |
| Secure Asset Management, LLC | United States | $0.632B | 327 |
| American Money Management, LLC | United States | $0.632B | 168 |
| BlueSpruce Investments, LP | United States | $0.631B | 10 |
| Probity Advisors, Inc. | United States | $0.631B | 230 |
| Security Financial Services, INC. | United States | $0.632B | 203 |
| Rollins Financial Advisors, LLC | United States | $0.632B | 158 |
| SilverOak Wealth Management LLC | United States | $0.632B | 121 |