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Disclosery

Commonwealth Financial Services, LLC: IBDU position timeline

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

Commonwealth Financial Services, LLC held 151,299 IBDU 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 151,299 shares
    Change vs previous 13F -313,046 shares

    0.47% of the 13F portfolio, value $3,504,092.

    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 464,345 shares
    Change vs previous 13F +31,519 shares

    1.71% of the 13F portfolio, value $10,800,672.

    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 432,826 shares
    Change vs previous 13F +16,488 shares

    1.67% of the 13F portfolio, value $10,130,292.

    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 416,338 shares
    Change vs previous 13F +10,814 shares

    1.67% of the 13F portfolio, value $9,771,451.

    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 405,524 shares
    Change vs previous 13F +3,355 shares

    1.82% of the 13F portfolio, value $9,460,877.

    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 402,169 shares
    Change vs previous 13F -420 shares

    1.91% of the 13F portfolio, value $9,302,168.

    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 402,589 shares
    Change vs previous 13F +6,499 shares

    1.8% of the 13F portfolio, value $9,179,021.

    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 396,090 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $9,292,262.

    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).