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Disclosery

Commonwealth Financial Services, LLC: IBDT position timeline

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

Commonwealth Financial Services, LLC held 145,970 IBDT 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 145,970 shares
    Change vs previous 13F -287,374 shares

    0.5% of the 13F portfolio, value $3,685,753.

    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 433,344 shares
    Change vs previous 13F +30,175 shares

    1.74% of the 13F portfolio, value $10,976,607.

    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 403,169 shares
    Change vs previous 13F +16,537 shares

    1.69% of the 13F portfolio, value $10,262,655.

    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 386,632 shares
    Change vs previous 13F +11,875 shares

    1.69% of the 13F portfolio, value $9,866,843.

    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 374,757 shares
    Change vs previous 13F +5,944 shares

    1.83% of the 13F portfolio, value $9,526,316.

    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 368,813 shares
    Change vs previous 13F -1,076 shares

    1.91% of the 13F portfolio, value $9,316,215.

    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 369,889 shares
    Change vs previous 13F +5,620 shares

    1.81% of the 13F portfolio, value $9,210,232.

    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 364,269 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $9,281,573.

    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).