Ownership history in COMMONWEALTH EQUITY SERVICES, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which COMMONWEALTH EQUITY SERVICES, LLC reported a position in TIDAL ETF TR (BOAT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 8,024 | +2,145 | +36.5% | 0.00% | $249K | $30.24 |
| 2024 Q3 | ADDED | 5,879 | +18 | +0.3% | 0.00% | $209K | $30.05 |
| 2024 Q2 | REDUCED | 5,861 | -1,366 | -18.9% | 0.00% | $214K | $30.51 |
| 2023 Q3 | REDUCED | 7,227 | -172 | -2.3% | 0.00% | $202K | $22.15 |
As of 2025 Q4 — sorted by position size