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Disclosery

Commonwealth Financial Services, LLC: SGOV position timeline

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

Commonwealth Financial Services, LLC held 62,122 SGOV 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 62,122 shares
    Change vs previous 13F +40,342 shares

    0.84% of the 13F portfolio, value $6,253,867.

    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 21,780 shares
    Change vs previous 13F +10,997 shares

    0.35% of the 13F portfolio, value $2,192,410.

    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 10,783 shares
    Change vs previous 13F -5,478 shares

    0.18% of the 13F portfolio, value $1,082,442.

    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 16,261 shares
    Change vs previous 13F +7,803 shares

    0.28% of the 13F portfolio, value $1,637,457.

    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 8,458 shares
    Change vs previous 13F -10,096 shares

    0.16% of the 13F portfolio, value $851,614.

    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 18,554 shares
    Change vs previous 13F -2,914 shares

    0.38% of the 13F portfolio, value $1,867,809.

    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 21,468 shares
    Change vs previous 13F -47,990 shares

    0.42% of the 13F portfolio, value $2,153,648.

    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 69,458 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $6,968,699.

    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).