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Disclosery

Commonwealth Financial Services, LLC: IVE position timeline

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

Commonwealth Financial Services, LLC held 1,330 IVE 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 1,330 shares
    Change vs previous 13F -2 shares

    0.04% of the 13F portfolio, value $302,020.

    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 1,332 shares
    Change vs previous 13F -12,192 shares

    0.04% of the 13F portfolio, value $281,209.

    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 13,524 shares
    Change vs previous 13F +1,019 shares

    0.47% of the 13F portfolio, value $2,868,107.

    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 12,505 shares
    Change vs previous 13F +2,899 shares

    0.44% of the 13F portfolio, value $2,582,375.

    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 9,606 shares
    Change vs previous 13F +1,019 shares

    0.36% of the 13F portfolio, value $1,877,171.

    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 8,587 shares
    Change vs previous 13F +2,135 shares

    0.34% of the 13F portfolio, value $1,636,465.

    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 6,452 shares
    Change vs previous 13F +304 shares

    0.24% of the 13F portfolio, value $1,231,498.

    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 6,148 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,209,122.

    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).