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Disclosery

Commonwealth Financial Services, LLC: IBHF position timeline

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

Commonwealth Financial Services, LLC held 91,649 IBHF 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 91,649 shares
    Change vs previous 13F -4,625 shares

    0.28% of the 13F portfolio, value $2,075,848.

    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 96,274 shares
    Change vs previous 13F -6,595 shares

    0.35% of the 13F portfolio, value $2,209,500.

    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 102,869 shares
    Change vs previous 13F -4,967 shares

    0.39% of the 13F portfolio, value $2,374,226.

    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 107,836 shares
    Change vs previous 13F +7,574 shares

    0.43% of the 13F portfolio, value $2,522,274.

    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 100,262 shares
    Change vs previous 13F -21,390 shares

    0.45% of the 13F portfolio, value $2,329,095.

    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 121,652 shares
    Change vs previous 13F -302,618 shares

    0.58% of the 13F portfolio, value $2,824,769.

    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 424,270 shares
    Change vs previous 13F -2,692 shares

    1.93% of the 13F portfolio, value $9,821,856.

    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 426,962 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $9,943,954.

    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).