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Disclosery

Commonwealth Financial Services, LLC: SOXX position timeline

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

Commonwealth Financial Services, LLC held 13,895 SOXX 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 13,895 shares
    Change vs previous 13F -2,447 shares

    1.2% of the 13F portfolio, value $8,903,427.

    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 16,342 shares
    Change vs previous 13F -1,859 shares

    0.85% of the 13F portfolio, value $5,370,927.

    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 18,201 shares
    Change vs previous 13F -2,336 shares

    0.9% of the 13F portfolio, value $5,481,132.

    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 20,537 shares
    Change vs previous 13F -10,527 shares

    0.95% of the 13F portfolio, value $5,567,976.

    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 31,064 shares
    Change vs previous 13F +31,064 shares

    1.43% of the 13F portfolio, value $7,414,984.

    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 ended2024-12-31
    13F 0 shares
    Change vs previous 13F -1,081 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-09-30
    13F 1,081 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $242,285.

    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).