• 13F History

Commonwealth Financial Services, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 27, 2025
Value $
$510M
Signature - Title
Michael Seese - Co-Founder / Owner / Financial Advisor
Location
Parkersburg, WV
Summary
This page shows a list of all the recent 13F filings made by Commonwealth Financial Services, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Commonwealth Financial Services, LLC reported 192 stock holdings with total value $510M as of Q4 2024. Top holdings included SPY, FIXD, QQQ, IVV, and MGOV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 192 $510M +$35.3M -$32.7M +$2.6M SPY, FIXD, QQQ, IVV, MGOV 13F-HR 1/24/2025, 07:14 PM
Q3 2024 194 $506M +$69.9M -$61.2M +$8.68M SPY, FIXD, QQQ, IVV, MGOV 13F-HR 10/22/2024, 11:13 AM
Q2 2024 191 $487M +$100M -$73.7M +$26.8M SPY, FIXD, IVV, QQQ, IYW 13F-HR 8/13/2024, 03:14 PM
Q1 2024 175 $416M +$1.73M -$524K +$1.21M IVV, SPY, VNLA, QQQ, UCON 13F-HR 5/14/2024, 02:36 PM
Q4 2023 183 $423M +$103M -$44.1M +$58.7M IVV, SPY, VNLA, QQQ, UCON 13F-HR 2/14/2024, 02:02 PM
Q3 2023 189 $336M IVV, SPY, VNLA, IYW, TLT 13F-HR 11/13/2023, 12:18 PM
Q1 2017 258 $91.7M +$42.6M -$52.8M -$10.2M FDL, QQQXXXX, IEMG, IEFA, IVW 13F-HR 4/20/2017, 04:34 PM
Q4 2016 230 $101M +$26.9M -$33.7M -$6.86M FDL, IWM, DVY, IJS, IYF 13F-HR 2/13/2017, 12:20 PM
Q3 2016 231 $106M +$37M -$15.7M +$21.4M FDL, AGG, DVY, IYM, GLD 13F-HR 10/28/2016, 01:13 PM
Q2 2016 241 $84.9M +$44.6M -$28M +$16.7M FDL, AGG, GLD, IYM, IYR 13F-HR 7/21/2016, 10:08 AM
Q1 2016 221 $67.5M +$50.4M -$9.36M +$41M AGG, NEAR, DIA, IJJ, IJS 13F-HR 4/26/2016, 09:21 AM
Q4 2015 225 $29.4M +$5.91M -$63.9M -$58M QQQXXXX, SPY, IYR, IVW, IJK 13F-HR 1/27/2016, 03:18 PM
Q3 2015 223 $85.7M +$17M -$14.1M +$2.94M IJR, IJK, MDY, SPY, IYR 13F-HR 10/28/2015, 03:41 PM
Q2 2015 231 $92.2M +$34.7M -$45.7M -$11M IJR, MDY, EFA, IJK, IYH 13F-HR 7/30/2015, 10:09 AM
Q1 2015 241 $114M +$60.5M -$56.6M +$3.97M IJR, SPY, DIA, IYR, IYH 13F-HR 4/28/2015, 11:04 AM
Q4 2014 228 $112M SPY, QQQXXXX, DIA, BKLNXXXX, AGG 13F-HR 1/23/2015, 08:48 AM