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Commonwealth Financial Services, LLC: DOCT position timeline

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

Commonwealth Financial Services, LLC held 46,400 DOCT 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 46,400 shares
    Change vs previous 13F -6,954 shares

    0.29% of the 13F portfolio, value $2,165,952.

    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 53,354 shares
    Change vs previous 13F +3,028 shares

    0.37% of the 13F portfolio, value $2,317,063.

    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 50,326 shares
    Change vs previous 13F +131 shares

    0.37% of the 13F portfolio, value $2,228,939.

    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 50,195 shares
    Change vs previous 13F +444 shares

    0.37% of the 13F portfolio, value $2,168,580.

    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 49,751 shares
    Change vs previous 13F -2,612 shares

    0.39% of the 13F portfolio, value $2,043,184.

    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 52,363 shares
    Change vs previous 13F -1,658 shares

    0.41% of the 13F portfolio, value $2,008,126.

    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 54,021 shares
    Change vs previous 13F +8,331 shares

    0.42% of the 13F portfolio, value $2,126,812.

    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 45,690 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,782,829.

    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).