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Disclosery

Commonwealth Retirement Investments LLC: EFG position timeline

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

Commonwealth Retirement Investments LLC held 19,734 EFG 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 19,734 shares
    Change vs previous 13F +1,762 shares

    0.67% of the 13F portfolio, value $2,455,304.

    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 17,972 shares
    Change vs previous 13F +17,130 shares

    0.62% of the 13F portfolio, value $2,001,542.

    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 842 shares
    Change vs previous 13F -2,387 shares

    0.03% of the 13F portfolio, value $95,921.

    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 3,229 shares
    Change vs previous 13F -9,634 shares

    0.13% of the 13F portfolio, value $367,719.

    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 12,863 shares
    Change vs previous 13F -9 shares

    0.55% of the 13F portfolio, value $1,440,656.

    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 12,872 shares
    Change vs previous 13F -10,153 shares

    0.52% of the 13F portfolio, value $1,287,200.

    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 23,025 shares
    Change vs previous 13F +2,840 shares

    0.92% of the 13F portfolio, value $2,229,511.

    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 20,185 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $2,172,915.

    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).