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COMMONWEALTH EQUITY SERVICES, LLC: IVES position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of COMMONWEALTH EQUITY SERVICES, LLC on IVES, newest first. How the timeline and the estimate are built.

COMMONWEALTH EQUITY SERVICES, LLC held 55,915 IVES shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,915 shares
    Change vs previous 13F +2,815 shares

    <0.01% of the 13F portfolio, value $2,130,350.

    13F-HR 0000312272-26-000020 filed by COMMONWEALTH EQUITY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 53,100 shares
    Change vs previous 13F -18,485 shares

    <0.01% of the 13F portfolio, value $1,506,440.

    13F-HR 0000312272-26-000018 filed by COMMONWEALTH EQUITY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 71,585 shares
    Change vs previous 13F +29,885 shares

    <0.01% of the 13F portfolio, value $2,262,812.

    13F-HR 0000312272-26-000007 filed by COMMONWEALTH EQUITY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 41,700 shares
    Change vs previous 13F +29,553 shares

    <0.01% of the 13F portfolio, value $1,339,000.

    13F-HR 0000312272-25-000021 filed by COMMONWEALTH EQUITY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 12,147 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $329,000.

    13F-HR 0000312272-25-000015 filed by COMMONWEALTH EQUITY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).