FLMB β€” FRANKLIN TEMPLETON ETF TR

Ownership history in Commonwealth Financial Services, LLC  Β·  9 quarters on record

AI Ownership Summary

Commonwealth Financial Services, LLC reported FRANKLIN TEMPLETON ETF TR (FLMB) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.2% in 2024 Q1. The latest visible filing shows FLMB at 0.08% 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.

What this FLMB 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 FRANKLIN TEMPLETON ETF TR, 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
2025 Q4

FLMB was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% 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
2023 Q4 to 2025 Q4

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 FLMB β€” position size vs. price
% of Fund (quarterly)    FLMB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 21,216 β€” 0% 0.08% $505K 2026-02-14 (Est.) $24.00
2025 Q3 REDUCED 21,216 -351 -1.6% 0.09% $502K 2025-10-21 $23.60
2025 Q2 REDUCED 21,567 -6,209 -22.4% 0.10% $498K 2025-07-25 $22.10
2025 Q1 REDUCED 27,776 -3,487 -11.2% 0.13% $653K 2025-05-09 $22.40
2024 Q4 ADDED 31,263 +451 +1.5% 0.15% $744K 2025-01-27 $22.85
2024 Q3 ADDED 30,812 +4,182 +15.7% 0.15% $753K 2024-10-22 $22.82
2024 Q2 REDUCED 26,630 -7,727 -22.5% 0.13% $639K 2024-08-13 $22.78
2024 Q1 UNCHANGED 34,357 β€” 0% 0.20% $829K 2024-05-14 $22.27
2023 Q4 INITIATED 34,357 β€” β€” 0.20% $829K 2024-02-14 $22.16

FAQ About Commonwealth Financial Services, LLC and FLMB

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 FLMB?

Commonwealth Financial Services, LLC reported FLMB across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

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

The largest reported portfolio weight for FLMB was 0.20% in 2024 Q1.

What is the latest reported FLMB position on this page?

The most recent filing on this page is 2025 Q4, when Commonwealth Financial Services, LLC reported 21,216 shares, equal to 0.08% of portfolio, with an estimated market value of $505K.

What does the chart on this FLMB ownership page compare?

The chart compares Commonwealth Financial Services, LLC's quarterly FLMB 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.

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