COMMONWEALTH EQUITY SERVICES, LLC MRCC MONROE CAP CORP

Ownership history in COMMONWEALTH EQUITY SERVICES, LLC  ·  34 quarters on record

AI Ownership Summary

COMMONWEALTH EQUITY SERVICES, LLC reported MONROE CAP CORP (MRCC) in 34 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows MRCC at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MRCC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was COMMONWEALTH EQUITY SERVICES, LLC's position in MONROE CAP CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MRCC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How COMMONWEALTH EQUITY SERVICES, LLC held MRCC — position size vs. price
% of Fund (quarterly)    MRCC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 89,314 -3,463 -3.7% 0.00% $411K 2026-04-27 $nan
2025 Q4 REDUCED 92,777 -1,737 -1.8% 0.00% $591K 2026-02-12 $5.30
2025 Q3 REDUCED 94,514 -4,091 -4.1% 0.00% $663K 2025-10-22 $5.77
2025 Q2 REDUCED 14.2% +12.8% 98,605 -16,294 -14.2% 0.00% $627K 2025-08-06 $5.01
2025 Q1 REDUCED 14.0% -15.4% 114,899 -18,692 -14.0% 0.00% $896K 2025-05-09 $5.06
2024 Q4 REDUCED 133,591 -1,278 -0.9% 0.00% $1.1M 2025-02-10 $6.51
2024 Q3 REDUCED 134,869 -3,200 -2.3% 0.00% $1.1M 2024-10-18 $6.16
2024 Q2 ADDED 138,069 +3,749 +2.8% 0.00% $1.1M 2024-07-31 $5.53
2024 Q1 ADDED 134,320 +1,350 +1.0% 0.00% $967K 2024-04-29 $5.13
2023 Q4 REDUCED 132,970 -1,661 -1.2% 0.00% $939K 2024-02-06 $4.96
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About COMMONWEALTH EQUITY SERVICES, LLC and MRCC

These are the practical questions this page is built to answer before you even open the full history table.

How long has COMMONWEALTH EQUITY SERVICES, LLC reported owning MRCC?

COMMONWEALTH EQUITY SERVICES, LLC reported MRCC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MRCC position in COMMONWEALTH EQUITY SERVICES, LLC's portfolio?

The largest reported portfolio weight for MRCC was 0.00% in 2023 Q4.

What is the latest reported MRCC position on this page?

The most recent filing on this page is 2026 Q1, when COMMONWEALTH EQUITY SERVICES, LLC reported 89,314 shares, equal to 0.00% of portfolio, with an estimated market value of $411K.

What does the chart on this MRCC ownership page compare?

The chart compares COMMONWEALTH EQUITY SERVICES, LLC's quarterly MRCC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did COMMONWEALTH EQUITY SERVICES, LLC time their MRCC position?

Based on 13F filing dates vs. subsequent MRCC price moves, COMMONWEALTH EQUITY SERVICES, LLC correctly timed 17 out of 33 reported position changes (52%).

← Back to COMMONWEALTH EQUITY SERVICES, LLC Holdings