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Disclosery

Commonwealth Financial Services, LLC: ISTB position timeline

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

Commonwealth Financial Services, LLC held 25,364 ISTB 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 25,364 shares
    Change vs previous 13F +736 shares

    0.16% of the 13F portfolio, value $1,223,808.

    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 24,628 shares
    Change vs previous 13F -174 shares

    0.19% of the 13F portfolio, value $1,193,496.

    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 24,802 shares
    Change vs previous 13F -203 shares

    0.2% of the 13F portfolio, value $1,209,086.

    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 25,005 shares
    Change vs previous 13F +5,948 shares

    0.21% of the 13F portfolio, value $1,221,232.

    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 19,057 shares
    Change vs previous 13F -449 shares

    0.18% of the 13F portfolio, value $927,102.

    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 19,506 shares
    Change vs previous 13F +1,766 shares

    0.19% of the 13F portfolio, value $943,104.

    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 17,740 shares
    Change vs previous 13F +273 shares

    0.17% of the 13F portfolio, value $847,447.

    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 17,467 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $848,200.

    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).