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Disclosery

Commonwealth Financial Services, LLC: IBDW position timeline

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

Commonwealth Financial Services, LLC held 118,177 IBDW 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 118,177 shares
    Change vs previous 13F -342,096 shares

    0.33% of the 13F portfolio, value $2,462,811.

    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 460,273 shares
    Change vs previous 13F +33,394 shares

    1.53% of the 13F portfolio, value $9,633,509.

    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 426,879 shares
    Change vs previous 13F +14,163 shares

    1.49% of the 13F portfolio, value $9,028,483.

    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 412,716 shares
    Change vs previous 13F +7,535 shares

    1.5% of the 13F portfolio, value $8,757,838.

    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 405,181 shares
    Change vs previous 13F -8,941 shares

    1.64% of the 13F portfolio, value $8,524,998.

    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 414,122 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $8,593,032.

    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).