Skip to content
Disclosery

Commonwealth Financial Services, LLC: IVV position timeline

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

Commonwealth Financial Services, LLC held 49,171 IVV 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 49,171 shares
    Change vs previous 13F +8,954 shares

    4.95% of the 13F portfolio, value $36,823,365.

    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 40,217 shares
    Change vs previous 13F +2,534 shares

    4.16% of the 13F portfolio, value $26,270,199.

    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 37,683 shares
    Change vs previous 13F +868 shares

    4.26% of the 13F portfolio, value $25,810,290.

    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 36,815 shares
    Change vs previous 13F +7,332 shares

    4.22% of the 13F portfolio, value $24,640,157.

    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 29,483 shares
    Change vs previous 13F -6,592 shares

    3.52% of the 13F portfolio, value $18,305,739.

    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 36,075 shares
    Change vs previous 13F -1,777 shares

    4.15% of the 13F portfolio, value $20,270,773.

    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 37,852 shares
    Change vs previous 13F -5,200 shares

    4.37% of the 13F portfolio, value $22,282,681.

    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 43,052 shares
    Change vs previous 13F not available

    4.86% of the 13F portfolio, value $24,598,801.

    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).