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Commonwealth Equity Services, LLC

SEC CIK
0000312272
Latest filing
Jul 29, 2026

CZFS holding history

Citizens Financial Services Inc in every 13F filed by Commonwealth Equity Services, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CZFS overviewAll 13F holders of CZFSFull Q2 2026 holdings

Shares (Q2 2026)
3,642
Value
$263.8K
% of portfolio
<0.1%
Quarters held
17
Since Q2 2022
Holdings of CZFS by Commonwealth Equity Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,642$263.8K<0.1%00.0%UnchangedHolders
Q1 20263,642$222.7K<0.1%−301−7.6%ReducedHolders
Q4 20253,943$224.8K<0.1%−182−4.4%ReducedHolders
Q3 20254,125$249.0K<0.1%−26−0.6%ReducedHolders
Q2 20254,151$244.0K<0.1%+148+3.7%AddedHolders
Q1 20254,003$232.0K<0.1%+5+0.1%AddedHolders
Q4 20243,998$253.0K<0.1%−19−0.5%ReducedHolders
Q3 20244,017$236.0K<0.1%−1,973−32.9%ReducedHolders
Q2 20245,990$269.0K<0.1%−66−1.1%ReducedHolders
Q1 20246,056$298.0K<0.1%00.0%UnchangedHolders
Q4 20236,056$392.0K<0.1%+26+0.4%AddedHolders
Q3 20236,030$289.0K<0.1%+337+5.9%AddedHolders
Q2 20235,693$424.0K<0.1%+574+11.2%AddedHolders
Q1 20235,119$427.0K<0.1%−317−5.8%ReducedHolders
Q4 20225,436$417.0K<0.1%+832+18.1%AddedHolders
Q3 20224,604$323.0K<0.1%−985−17.6%ReducedHolders
Q2 20225,589$391.0K<0.1%+5,589NewHolders