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Disclosery

Commonwealth Financial Services, LLC: SPY position timeline

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

Commonwealth Financial Services, LLC held 94,048 SPY 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 94,048 shares
    Change vs previous 13F +17,203 shares

    9.44% of the 13F portfolio, value $70,231,907.

    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 76,845 shares
    Change vs previous 13F +4,625 shares

    7.91% of the 13F portfolio, value $49,975,370.

    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 72,220 shares
    Change vs previous 13F +1,604 shares

    8.12% of the 13F portfolio, value $49,248,589.

    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 70,616 shares
    Change vs previous 13F +5,780 shares

    8.05% of the 13F portfolio, value $47,042,735.

    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 64,836 shares
    Change vs previous 13F +634 shares

    7.71% of the 13F portfolio, value $40,059,206.

    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 64,202 shares
    Change vs previous 13F -891 shares

    7.36% of the 13F portfolio, value $35,914,024.

    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 65,093 shares
    Change vs previous 13F +1,381 shares

    7.48% of the 13F portfolio, value $38,149,915.

    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 63,712 shares
    Change vs previous 13F not available

    7.15% of the 13F portfolio, value $36,227,905.

    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).