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Commonwealth Retirement Investments LLC: EFV position timeline

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

Commonwealth Retirement Investments LLC held 46,489 EFV 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 46,489 shares
    Change vs previous 13F +3,827 shares

    0.97% of the 13F portfolio, value $3,558,733.

    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 42,662 shares
    Change vs previous 13F +2,599 shares

    0.98% of the 13F portfolio, value $3,171,920.

    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 40,063 shares
    Change vs previous 13F -1,466 shares

    0.92% of the 13F portfolio, value $2,860,899.

    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 41,529 shares
    Change vs previous 13F -11,022 shares

    0.96% of the 13F portfolio, value $2,816,912.

    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 52,551 shares
    Change vs previous 13F +18,309 shares

    1.27% of the 13F portfolio, value $3,335,937.

    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 34,242 shares
    Change vs previous 13F -7,615 shares

    0.82% of the 13F portfolio, value $2,018,223.

    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 41,857 shares
    Change vs previous 13F +6,327 shares

    0.9% of the 13F portfolio, value $2,196,237.

    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 35,530 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $2,044,041.

    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).