Ownership history in COMMONWEALTH EQUITY SERVICES, LLC · 28 quarters on record
This page tracks every 13F SEC filing in which COMMONWEALTH EQUITY SERVICES, LLC reported a position in FIDELITY (FIVA). 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 Q4 | ADDED | 1,616,599 | +212,876 | +15.2% | 0.07% | $55.3M | $34.23 |
| 2025 Q3 | REDUCED | 1,403,723 | -77,476 | -5.2% | 0.06% | $43.9M | $31.15 |
| 2025 Q2 | ADDED | 1,481,199 | +110,586 | +8.1% | 0.06% | $43.5M | $29.05 |
| 2025 Q1 | ADDED | 1,370,613 | +182,282 | +15.3% | 0.05% | $36.5M | $26.08 |
| 2024 Q4 | ADDED | 1,188,331 | +72,423 | +6.5% | 0.04% | $28.8M | $23.47 |
| 2024 Q3 | ADDED | 1,115,908 | +366,655 | +48.9% | 0.04% | $29.6M | $25.62 |
| 2024 Q2 | ADDED | 749,253 | +183,041 | +32.3% | 0.03% | $18.9M | $24.10 |
| 2024 Q1 | ADDED | 566,212 | +37,074 | +7.0% | 0.02% | $14.4M | $24.06 |
| 2023 Q4 | ADDED | 529,138 | +8,556 | +1.6% | 0.02% | $12.9M | $22.89 |
| 2023 Q3 | ADDED | 520,582 | +89,540 | +20.8% | 0.02% | $11.9M | $21.27 |
As of 2025 Q4 — sorted by position size