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Commonwealth Financial Services, LLC: FIXD position timeline

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

Commonwealth Financial Services, LLC held 153,627 FIXD 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 153,627 shares
    Change vs previous 13F -630,630 shares

    0.9% of the 13F portfolio, value $6,699,676.

    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 784,257 shares
    Change vs previous 13F +58,871 shares

    5.41% of the 13F portfolio, value $34,185,764.

    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 725,386 shares
    Change vs previous 13F +9,559 shares

    5.3% of the 13F portfolio, value $32,149,113.

    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 715,827 shares
    Change vs previous 13F +8,421 shares

    5.44% of the 13F portfolio, value $31,797,041.

    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 707,406 shares
    Change vs previous 13F -19,954 shares

    5.98% of the 13F portfolio, value $31,048,044.

    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 727,360 shares
    Change vs previous 13F -6,126 shares

    6.53% of the 13F portfolio, value $31,887,445.

    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 733,486 shares
    Change vs previous 13F -801 shares

    6.18% of the 13F portfolio, value $31,517,873.

    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 734,287 shares
    Change vs previous 13F not available

    6.58% of the 13F portfolio, value $33,321,936.

    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).