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Disclosery

Commonwealth Financial Services, LLC: IBHG position timeline

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

Commonwealth Financial Services, LLC held 120,403 IBHG 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 120,403 shares
    Change vs previous 13F -267,683 shares

    0.36% of the 13F portfolio, value $2,658,508.

    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 388,086 shares
    Change vs previous 13F +25,424 shares

    1.36% of the 13F portfolio, value $8,588,340.

    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 362,662 shares
    Change vs previous 13F +14,999 shares

    1.34% of the 13F portfolio, value $8,094,617.

    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 347,663 shares
    Change vs previous 13F +5,529 shares

    1.34% of the 13F portfolio, value $7,818,950.

    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 342,134 shares
    Change vs previous 13F +324 shares

    1.48% of the 13F portfolio, value $7,711,696.

    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 341,810 shares
    Change vs previous 13F -3,537 shares

    1.56% of the 13F portfolio, value $7,630,907.

    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 345,347 shares
    Change vs previous 13F +5,237 shares

    1.51% of the 13F portfolio, value $7,680,511.

    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 340,110 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $7,641,597.

    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).