Commonwealth Financial Services, LLC GFEB FIRST TR EXCHNG TRADED FD VI

Ownership history in Commonwealth Financial Services, LLC  ·  12 quarters on record

AI Ownership Summary

Commonwealth Financial Services, LLC reported FIRST TR EXCHNG TRADED FD VI (GFEB) in 12 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.14% in 2024 Q1. The latest visible filing shows GFEB at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GFEB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Commonwealth Financial Services, LLC's position in FIRST TR EXCHNG TRADED FD VI, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

GFEB was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Commonwealth Financial Services, LLC held GFEB — position size vs. price
% of Fund (quarterly)    GFEB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 16,142 0% 0.10% $711K 2026-07-15 $44.28
2026 Q1 ADDED 16,142 +3,421 +26.9% 0.10% $663K 2026-05-07 $43.45
2025 Q4 UNCHANGED 12,721 0% 0.09% $528K 2026-02-06 $42.00
2025 Q3 REDUCED 8.0% +2.6% 12,721 -1,103 -8.0% 0.09% $516K 2025-10-21 $40.75
2025 Q2 REDUCED 13,824 -310 -2.2% 0.10% $539K 2025-07-25 $39.61
2025 Q1 REDUCED 11.7% +6.0% 14,134 -1,879 -11.7% 0.11% $520K 2025-05-09 $36.99
2024 Q4 REDUCED 16,013 -564 -3.4% 0.12% $598K 2025-01-27 $37.77
2024 Q3 REDUCED 16,577 -42 -0.3% 0.12% $604K 2024-10-22 $36.79
2024 Q2 REDUCED 9.7% +3.1% 16,619 -1,787 -9.7% 0.12% $594K 2024-08-13 $35.55
2024 Q1 UNCHANGED 18,406 0% 0.14% $608K 2024-05-14 $34.62
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Commonwealth Financial Services, LLC and GFEB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Commonwealth Financial Services, LLC reported owning GFEB?

Commonwealth Financial Services, LLC reported GFEB across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported GFEB position in Commonwealth Financial Services, LLC's portfolio?

The largest reported portfolio weight for GFEB was 0.14% in 2024 Q1.

What is the latest reported GFEB position on this page?

The most recent filing on this page is 2026 Q2, when Commonwealth Financial Services, LLC reported 16,142 shares, equal to 0.10% of portfolio, with an estimated market value of $711K.

What does the chart on this GFEB ownership page compare?

The chart compares Commonwealth Financial Services, LLC's quarterly GFEB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Commonwealth Financial Services, LLC time their GFEB position?

Based on 13F filing dates vs. subsequent GFEB price moves, Commonwealth Financial Services, LLC correctly timed 3 out of 9 reported position changes (33%). The annualised alpha on GFEB relative to SPY over the holding period was -8.3%.

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