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Commonwealth Retirement Investments LLC: BAI position timeline

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

Commonwealth Retirement Investments LLC held 55,411 BAI 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 55,411 shares
    Change vs previous 13F +2,230 shares

    0.79% of the 13F portfolio, value $2,921,268.

    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 53,181 shares
    Change vs previous 13F +7,862 shares

    0.54% of the 13F portfolio, value $1,752,314.

    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 45,319 shares
    Change vs previous 13F +4,025 shares

    0.49% of the 13F portfolio, value $1,509,123.

    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 41,294 shares
    Change vs previous 13F +23,426 shares

    0.48% of the 13F portfolio, value $1,410,603.

    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 17,868 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $515,492.

    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).