Investment Managers Ser Tr I shares owned by Commonwealth Equity Services
Quarter-by-quarter ownership of Investment Managers Ser Tr I (PPI) shares owned by Commonwealth Equity Services
from 13F filings
Historical chart of Commonwealth Equity Services investment in Investment Managers Ser Tr I
Tip: Access up to 7 years of quarterly data
All positions including Investment Managers Ser Tr I held by Commonwealth Equity Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Investment Managers Ser Tr I by Commonwealth Equity Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $222k | 12k | 18.32 |
| 2025-06-30 | $201k | 12k | 16.33 |
| 2025-03-31 | $194k | 13k | 14.47 |
| 2024-12-31 | $200k | 14k | 14.49 |
| 2024-09-30 | $244k | 16k | 15.50 |
| 2024-06-30 | $340k | 23k | 14.92 |
| 2024-03-31 | $401k | 13k | 31.82 |
| 2023-12-31 | $518k | 19k | 27.40 |
| 2023-09-30 | $1.7M | 66k | 25.61 |
| 2023-06-30 | $3.5M | 139k | 25.49 |
| 2023-03-31 | $4.5M | 178k | 25.05 |
| 2022-12-31 | $4.5M | 176k | 25.37 |
| 2022-09-30 | $4.0M | 179k | 22.41 |
| 2022-06-30 | $4.0M | 171k | 23.25 |
| 2022-03-31 | $1.9M | 67k | 28.54 |
More positions owned by Commonwealth Equity Services
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