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Commonwealth Retirement Investments LLC: AVGO position timeline

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

Commonwealth Retirement Investments LLC held 72,778 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,778 shares
    Change vs previous 13F +10,237 shares

    7.46% of the 13F portfolio, value $27,491,939.

    13F-HR 0001963787-26-000004 filed by Commonwealth Retirement Investments 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 62,541 shares
    Change vs previous 13F -1,012 shares

    6% of the 13F portfolio, value $19,357,067.

    13F-HR 0001963787-26-000003 filed by Commonwealth Retirement Investments 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 63,553 shares
    Change vs previous 13F -1,804 shares

    7.09% of the 13F portfolio, value $21,995,540.

    13F-HR 0001963787-26-000001 filed by Commonwealth Retirement Investments 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 65,357 shares
    Change vs previous 13F -55 shares

    7.34% of the 13F portfolio, value $21,561,992.

    13F-HR 0001963787-25-000007 filed by Commonwealth Retirement Investments 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 65,412 shares
    Change vs previous 13F -19,994 shares

    6.86% of the 13F portfolio, value $18,030,775.

    13F-HR 0001963787-25-000004 filed by Commonwealth Retirement Investments 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 85,406 shares
    Change vs previous 13F -2,950 shares

    5.82% of the 13F portfolio, value $14,299,599.

    13F-HR 0001963787-25-000003 filed by Commonwealth Retirement Investments 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 88,356 shares
    Change vs previous 13F -5,689 shares

    8.44% of the 13F portfolio, value $20,484,399.

    13F-HR 0001963787-25-000001 filed by Commonwealth Retirement Investments 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 94,045 shares
    Change vs previous 13F not available

    6.8% of the 13F portfolio, value $16,222,824.

    13F-HR 0001963787-24-000005 filed by Commonwealth Retirement Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).