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Disclosery

Commonwealth Financial Services, LLC: IBDR position timeline

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

Commonwealth Financial Services, LLC held 83,391 IBDR 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 83,391 shares
    Change vs previous 13F -1,680 shares

    0.27% of the 13F portfolio, value $2,020,557.

    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 85,071 shares
    Change vs previous 13F -158 shares

    0.33% of the 13F portfolio, value $2,062,114.

    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 85,229 shares
    Change vs previous 13F +11,464 shares

    0.34% of the 13F portfolio, value $2,065,095.

    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 73,765 shares
    Change vs previous 13F +15,005 shares

    0.31% of the 13F portfolio, value $1,792,496.

    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 58,760 shares
    Change vs previous 13F +6,976 shares

    0.27% of the 13F portfolio, value $1,424,940.

    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 51,784 shares
    Change vs previous 13F -343,668 shares

    0.26% of the 13F portfolio, value $1,253,690.

    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 395,452 shares
    Change vs previous 13F +10,428 shares

    1.87% of the 13F portfolio, value $9,518,533.

    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 385,024 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $9,329,137.

    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).