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Disclosery

Commonwealth Financial Services, LLC: IVW position timeline

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

Commonwealth Financial Services, LLC held 26,503 IVW 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 26,503 shares
    Change vs previous 13F -273 shares

    0.49% of the 13F portfolio, value $3,644,991.

    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 26,776 shares
    Change vs previous 13F -8,197 shares

    0.48% of the 13F portfolio, value $3,028,662.

    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 34,973 shares
    Change vs previous 13F -1,864 shares

    0.71% of the 13F portfolio, value $4,310,811.

    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 36,837 shares
    Change vs previous 13F +6,510 shares

    0.76% of the 13F portfolio, value $4,446,965.

    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 30,327 shares
    Change vs previous 13F -91,091 shares

    0.64% of the 13F portfolio, value $3,338,960.

    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 121,418 shares
    Change vs previous 13F -6,741 shares

    2.31% of the 13F portfolio, value $11,271,258.

    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 128,159 shares
    Change vs previous 13F -8,779 shares

    2.55% of the 13F portfolio, value $13,012,011.

    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 136,938 shares
    Change vs previous 13F not available

    2.55% of the 13F portfolio, value $12,928,331.

    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).