Skip to content
Disclosery

Commonwealth Retirement Investments LLC: DRI position timeline

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

Commonwealth Retirement Investments LLC held 8,548 DRI 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 8,548 shares
    Change vs previous 13F +604 shares

    0.48% of the 13F portfolio, value $1,760,973.

    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 7,944 shares
    Change vs previous 13F +486 shares

    0.48% of the 13F portfolio, value $1,557,342.

    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 7,458 shares
    Change vs previous 13F +84 shares

    0.44% of the 13F portfolio, value $1,372,421.

    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 7,374 shares
    Change vs previous 13F +602 shares

    0.48% of the 13F portfolio, value $1,403,715.

    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 6,772 shares
    Change vs previous 13F -676 shares

    0.56% of the 13F portfolio, value $1,476,093.

    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 7,448 shares
    Change vs previous 13F +220 shares

    0.63% of the 13F portfolio, value $1,547,396.

    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 7,228 shares
    Change vs previous 13F +431 shares

    0.56% of the 13F portfolio, value $1,349,395.

    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 6,797 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,115,592.

    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).