Skip to content
Disclosery

Commonwealth Financial Services, LLC: IBDV position timeline

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

Commonwealth Financial Services, LLC held 144,242 IBDV 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 144,242 shares
    Change vs previous 13F -326,688 shares

    0.42% of the 13F portfolio, value $3,144,465.

    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 470,930 shares
    Change vs previous 13F +31,748 shares

    1.63% of the 13F portfolio, value $10,308,654.

    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 439,182 shares
    Change vs previous 13F +17,404 shares

    1.6% of the 13F portfolio, value $9,692,757.

    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 421,778 shares
    Change vs previous 13F +12,766 shares

    1.6% of the 13F portfolio, value $9,342,376.

    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 409,012 shares
    Change vs previous 13F -4,322 shares

    1.73% of the 13F portfolio, value $8,990,086.

    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 413,334 shares
    Change vs previous 13F +2,354 shares

    1.84% of the 13F portfolio, value $8,977,607.

    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 410,980 shares
    Change vs previous 13F +7,946 shares

    1.72% of the 13F portfolio, value $8,778,523.

    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 403,034 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $8,923,171.

    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).