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Commonwealth Retirement Investments LLC: IDEF position timeline

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

Commonwealth Retirement Investments LLC held 41,639 IDEF 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 41,639 shares
    Change vs previous 13F +2,755 shares

    0.36% of the 13F portfolio, value $1,323,287.

    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 38,884 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,272,284.

    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).