Skip to content

Commonwealth Financial Services, LLC: IBHI position timeline

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

Commonwealth Financial Services, LLC held 99,393 IBHI 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 99,393 shares
    Change vs previous 13F -252,583 shares

    0.31% of the 13F portfolio, value $2,324,801.

    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 351,976 shares
    Change vs previous 13F +23,163 shares

    1.3% of the 13F portfolio, value $8,195,059.

    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 328,813 shares
    Change vs previous 13F +14,765 shares

    1.28% of the 13F portfolio, value $7,769,863.

    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 314,048 shares
    Change vs previous 13F +7,814 shares

    1.28% of the 13F portfolio, value $7,490,049.

    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 306,234 shares
    Change vs previous 13F +601 shares

    1.4% of the 13F portfolio, value $7,254,674.

    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 305,633 shares
    Change vs previous 13F +295,784 shares

    1.45% of the 13F portfolio, value $7,096,796.

    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 9,849 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $230,957.

    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).