Skip to content
Disclosery

COMMONWEALTH EQUITY SERVICES, LLC: IWY position timeline

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

COMMONWEALTH EQUITY SERVICES, LLC held 828,066 IWY 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 828,066 shares
    Change vs previous 13F -88,673 shares

    0.3% of the 13F portfolio, value $240,652,612.

    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 916,739 shares
    Change vs previous 13F +36,626 shares

    0.32% of the 13F portfolio, value $228,121,440.

    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 880,113 shares
    Change vs previous 13F -58,798 shares

    0.32% of the 13F portfolio, value $243,738,499.

    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 938,911 shares
    Change vs previous 13F +1,059 shares

    0.33% of the 13F portfolio, value $256,933,000.

    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 937,852 shares
    Change vs previous 13F -47,873 shares

    0.31% of the 13F portfolio, value $231,190,000.

    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).

  6. period ended2025-03-31
    13F 985,725 shares
    Change vs previous 13F -693,443 shares

    0.29% of the 13F portfolio, value $207,929,000.

    13F-HR 0000312272-25-000010 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).

  7. period ended2024-12-31
    13F 1,679,168 shares
    Change vs previous 13F +46,106 shares

    0.58% of the 13F portfolio, value $395,058,000.

    13F-HR 0000312272-25-000002 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).

  8. period ended2024-09-30
    13F 1,633,062 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $359,355,000.

    13F-HR 0000312272-24-000020 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).