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Disclosery

Commonwealth Financial Services, LLC: UBSI position timeline

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

Commonwealth Financial Services, LLC held 42,066 UBSI 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 42,066 shares
    Change vs previous 13F +1,279 shares

    0.26% of the 13F portfolio, value $1,927,873.

    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 40,787 shares
    Change vs previous 13F +1,258 shares

    0.27% of the 13F portfolio, value $1,689,415.

    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 39,529 shares
    Change vs previous 13F +2,281 shares

    0.25% of the 13F portfolio, value $1,517,898.

    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 37,248 shares
    Change vs previous 13F +31,255 shares

    0.24% of the 13F portfolio, value $1,385,987.

    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 5,993 shares
    Change vs previous 13F -2,352 shares

    0.04% of the 13F portfolio, value $218,340.

    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 8,345 shares
    Change vs previous 13F -243 shares

    0.06% of the 13F portfolio, value $289,332.

    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 8,588 shares
    Change vs previous 13F -647 shares

    0.06% of the 13F portfolio, value $322,467.

    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 9,235 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $332,633.

    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).