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COMMONWEALTH EQUITY SERVICES, LLC → REFI
COMMONWEALTH EQUITY SERVICES, LLC REFI Position History
Chicago Atlantic Real Estate Finance, Inc. • Financial Services
Quarters held
4
Latest value
$603K
Q3 2026
Peak value
$621K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $612K |
| Q1 2026 | $581K |
| Q2 2026 | $621K |
| Q3 2026 | $603K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $603K | 60.2K | — | — |
| Q2 2026 | $621K | 58.0K | — | — |
| Q1 2026 | $581K | 51.3K | — | — |
| Q4 2025 | $612K | 49.9K | — | — |
Other funds holding REFI
$13.5M
$13.2M
$13.1M
$12.7M
$10.6M
$10.1M
$8.5M