Commonwealth Equity Services, LLC
- SEC CIK
- 0000312272
- Latest filing
- Jul 29, 2026
SOR holding history
Source Capital 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.
SOR overviewAll 13F holders of SORFull Q2 2026 holdings
- Shares (Q4 2023)
- 0
- Sold out in Q4 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2023 | 0 | $0 | 0.0% | −17,629−100.0% | Sold out | Holders |
| Q3 2023 | 17,629 | $680.0K | <0.1% | −219−1.2% | Reduced | Holders |
| Q2 2023 | 17,848 | $684.0K | <0.1% | +1,302+7.9% | Added | Holders |
| Q1 2023 | 16,546 | $625.0K | <0.1% | +34+0.2% | Added | Holders |
| Q4 2022 | 16,512 | $638.0K | <0.1% | +168+1.0% | Added | Holders |
| Q3 2022 | 16,344 | $572.0K | <0.1% | +16,344 | New | Holders |