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Commonwealth Financial Services, LLC: DJUL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Commonwealth Financial Services, LLC on DJUL, newest first. How the timeline and the estimate are built.

Commonwealth Financial Services, LLC held 144,633 DJUL shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 144,633 shares
    Change vs previous 13F -5,850 shares

    0.97% of the 13F portfolio, value $7,252,622.

    13F-HR 0001536755-26-000007 filed by Commonwealth Financial 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 150,483 shares
    Change vs previous 13F +2,869 shares

    1.11% of the 13F portfolio, value $7,033,575.

    13F-HR 0001536755-26-000005 filed by Commonwealth Financial 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 147,614 shares
    Change vs previous 13F -358 shares

    1.16% of the 13F portfolio, value $7,021,998.

    13F-HR 0001536755-26-000003 filed by Commonwealth Financial 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 147,972 shares
    Change vs previous 13F -1,004 shares

    1.18% of the 13F portfolio, value $6,909,553.

    13F-HR 0001536755-25-000015 filed by Commonwealth Financial 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 148,976 shares
    Change vs previous 13F -3,142 shares

    1.27% of the 13F portfolio, value $6,617,857.

    13F-HR 0001536755-25-000010 filed by Commonwealth Financial 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 152,118 shares
    Change vs previous 13F -21,662 shares

    1.27% of the 13F portfolio, value $6,221,717.

    13F-HR 0001536755-25-000007 filed by Commonwealth Financial 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 173,780 shares
    Change vs previous 13F +5,833 shares

    1.43% of the 13F portfolio, value $7,295,337.

    13F-HR 0001536755-25-000003 filed by Commonwealth Financial 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 167,947 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $6,909,323.

    13F-HR 0001536755-24-000015 filed by Commonwealth Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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