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Disclosery

Commonwealth Financial Services, LLC: IBDS position timeline

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

Commonwealth Financial Services, LLC held 164,714 IBDS 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 164,714 shares
    Change vs previous 13F -302,194 shares

    0.54% of the 13F portfolio, value $3,989,385.

    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 466,908 shares
    Change vs previous 13F +32,281 shares

    1.79% of the 13F portfolio, value $11,317,842.

    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 434,627 shares
    Change vs previous 13F +17,329 shares

    1.74% of the 13F portfolio, value $10,552,743.

    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 417,298 shares
    Change vs previous 13F +24,527 shares

    1.74% of the 13F portfolio, value $10,157,034.

    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 392,771 shares
    Change vs previous 13F +6,234 shares

    1.84% of the 13F portfolio, value $9,532,550.

    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 386,537 shares
    Change vs previous 13F -735 shares

    1.92% of the 13F portfolio, value $9,346,469.

    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 387,272 shares
    Change vs previous 13F +5,016 shares

    1.82% of the 13F portfolio, value $9,279,040.

    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 382,256 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $9,292,644.

    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).