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Disclosery

Commonwealth Financial Services, LLC: IYW position timeline

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

Commonwealth Financial Services, LLC held 15,205 IYW 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 15,205 shares
    Change vs previous 13F -361 shares

    0.52% of the 13F portfolio, value $3,835,270.

    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 15,566 shares
    Change vs previous 13F -18,375 shares

    0.45% of the 13F portfolio, value $2,824,002.

    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 33,941 shares
    Change vs previous 13F -3,492 shares

    1.12% of the 13F portfolio, value $6,777,394.

    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 37,433 shares
    Change vs previous 13F -2,397 shares

    1.25% of the 13F portfolio, value $7,331,552.

    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 39,830 shares
    Change vs previous 13F +23,846 shares

    1.33% of the 13F portfolio, value $6,901,425.

    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 15,984 shares
    Change vs previous 13F -64,027 shares

    0.46% of the 13F portfolio, value $2,244,838.

    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 80,011 shares
    Change vs previous 13F -25,863 shares

    2.5% of the 13F portfolio, value $12,763,340.

    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 105,874 shares
    Change vs previous 13F not available

    3.1% of the 13F portfolio, value $15,684,138.

    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).