Commonwealth Equity Services, Llc

Business address
29 Sawyer Road, Waltham, MA, 02453-3483
Top securities (13F)
AAPL, NVDA, IVV, MSFT, QQQ, SPY, AMZN, VEA, IWF, VTI, VOO, VUG, BRKB, VTV, VIG, GOOGL, CGGR, DGRO, JPM, and CGDV
State of incorporation
MA
Fiscal year end
31 December
Former names
COMMONWEALTH EQUITY SERVICES, INC. (to 27 Feb 2017), COMMONWEALTH EQUITY SERVICES, LLP (to 15 Mar 2010), COMMONWEALTH EQUITY SERVICES INC /BD (to 05 Mar 2002)
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Commonwealth Equity Services, Llc has filed 74 SEC EDGAR filings since 05 Mar 2002

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 22 Oct 2025 30 Sep 2025 028-18352
13F-HR Open Document Open Filing 06 Aug 2025 30 Jun 2025 028-18352
N-PX Open Document Open Filing 06 Aug 2025 30 Jun 2025 028-18352
13F-HR Open Document Open Filing 09 May 2025 31 Mar 2025 028-18352
SCHEDULE 13G/A Open Document Open Filing 07 May 2025
X-17A-5 Open Document Open Filing 28 Feb 2025 31 Dec 2024 008-24040
13F-HR Open Document Open Filing 10 Feb 2025 31 Dec 2024 028-18352
13F-HR Open Document Open Filing 18 Oct 2024 30 Sep 2024 028-18352
13F-HR Open Document Open Filing 31 Jul 2024 30 Jun 2024 028-18352
N-PX Open Document Open Filing 24 Jul 2024 30 Jun 2024 028-18352
13F-HR Open Document Open Filing 29 Apr 2024 31 Mar 2024 028-18352
X-17A-5 Open Document Open Filing 28 Feb 2024 31 Dec 2023 008-24040
SC 13G/A Open Document Open Filing COMMONWEALTH 13G/A TTP 09 Feb 2024
13F-HR Open Document Open Filing 06 Feb 2024 31 Dec 2023 028-18352
SC 13G/A Open Document Open Filing COMMONWEALTH 13G/A TTP 06 Dec 2023
SC 13G/A Open Document Open Filing COMMONWEALTH 13G/A 03 Nov 2023
13F-HR Open Document Open Filing 23 Oct 2023 30 Sep 2023 028-18352
13F-HR Open Document Open Filing 10 Aug 2023 30 Jun 2023 028-18352
13F-HR Open Document Open Filing 11 May 2023 31 Mar 2023 028-18352
X-17A-5 Open Document Open Filing 27 Feb 2023 31 Dec 2022 008-24040
SC 13G Open Document Open Filing CFN FSCO 13G 22 Feb 2023
13F-HR Open Document Open Filing 07 Feb 2023 31 Dec 2022 028-18352
SC 13G/A Open Document Open Filing COMMONWEALTH 13G/A TTP 27 Jan 2023
SC 13G Open Document Open Filing COMMONWEALTH 13G 07 Dec 2022
13F-HR Open Document Open Filing 14 Nov 2022 30 Sep 2022 028-18352
13F-HR Open Document Open Filing 19 Jul 2022 30 Jun 2022 028-18352
13F-HR Open Document Open Filing 04 May 2022 31 Mar 2022 028-18352
X-17A-5 Open Document Open Filing 28 Feb 2022 31 Dec 2021 008-24040
13F-HR Open Document Open Filing 31 Jan 2022 31 Dec 2021 028-18352
13F-HR Open Document Open Filing 29 Oct 2021 30 Sep 2021 028-18352
13F-HR Open Document Open Filing 11 Aug 2021 30 Jun 2021 028-18352
13F-HR Open Document Open Filing 04 May 2021 31 Mar 2021 028-18352
13F-HR Open Document Open Filing 11 Feb 2021 31 Dec 2020 028-18352
13F-HR Open Document Open Filing 05 Nov 2020 30 Sep 2020 028-18352
13F-HR Open Document Open Filing 12 Aug 2020 30 Jun 2020 028-18352
13F-HR Open Document Open Filing 11 May 2020 31 Mar 2020 028-18352
FOCUSN Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 02 Mar 2020 31 Dec 2019 008-24040
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 02 Mar 2020 31 Dec 2019 008-24040
13F-HR Open Document Open Filing 05 Feb 2020 31 Dec 2019 028-18352
13F-HR Open Document Open Filing 30 Oct 2019 30 Sep 2019 028-18352
13F-HR Open Document Open Filing 19 Jul 2019 30 Jun 2019 028-18352
13F-HR Open Document Open Filing 13 May 2019 31 Mar 2019 028-18352
FOCUSN Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 25 Feb 2019 31 Dec 2018 008-24040
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 25 Feb 2019 31 Dec 2018 008-24040
13F-HR Open Document Open Filing 11 Feb 2019 31 Dec 2018 028-18352
13F-HR Open Document Open Filing 06 Nov 2018 30 Sep 2018 028-18352
13F-HR Open Document Open Filing 31 Jul 2018 30 Jun 2018 028-18352
13F-HR Open Document Open Filing 14 May 2018 31 Mar 2018 028-18352
FOCUSN Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 26 Feb 2018 31 Dec 2017 008-24040
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 26 Feb 2018 31 Dec 2017 008-24040
13F-HR Open Document Open Filing 12 Feb 2018 31 Dec 2017 028-18352
SC 13G Open Document Open Filing FSIC13G 09 Feb 2018
FOCUSN Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 27 Feb 2017 31 Dec 2016 008-24040
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 27 Feb 2017 31 Dec 2016 008-24040
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 29 Feb 2016 31 Dec 2015 008-24040
FOCUSN Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 29 Feb 2016 31 Dec 2015 008-24040
X-17A-5/A Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 26 Jun 2015 31 Dec 2014 008-24040
FOCUSN/A Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 26 Jun 2015 31 Dec 2014 008-24040
FOCUSN Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 27 Feb 2015 31 Dec 2014 008-24040
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 27 Feb 2015 31 Dec 2014 008-24040
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 27 Feb 2014 31 Dec 2013 008-24040
FOCUSN Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 27 Feb 2014 31 Dec 2013 008-24040