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Disclosery

Commonwealth Financial Services, LLC: SDVY position timeline

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

Commonwealth Financial Services, LLC held 52,664 SDVY 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 52,664 shares
    Change vs previous 13F +2,274 shares

    0.31% of the 13F portfolio, value $2,271,930.

    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 50,390 shares
    Change vs previous 13F +2,217 shares

    0.31% of the 13F portfolio, value $1,986,890.

    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 48,173 shares
    Change vs previous 13F +1,125 shares

    0.3% of the 13F portfolio, value $1,846,007.

    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 47,048 shares
    Change vs previous 13F +19,956 shares

    0.31% of the 13F portfolio, value $1,788,732.

    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 27,092 shares
    Change vs previous 13F +1,754 shares

    0.18% of the 13F portfolio, value $955,814.

    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 25,338 shares
    Change vs previous 13F +3,657 shares

    0.17% of the 13F portfolio, value $848,827.

    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 21,681 shares
    Change vs previous 13F +2,848 shares

    0.15% of the 13F portfolio, value $777,262.

    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 18,833 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $677,226.

    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).