Skip to content
Disclosery

Commonwealth Retirement Investments LLC: IVE position timeline

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

Commonwealth Retirement Investments LLC held 22,609 IVE 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 22,609 shares
    Change vs previous 13F +1,370 shares

    1.39% of the 13F portfolio, value $5,133,600.

    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 21,239 shares
    Change vs previous 13F +718 shares

    1.39% of the 13F portfolio, value $4,484,615.

    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 20,521 shares
    Change vs previous 13F +5,907 shares

    1.4% of the 13F portfolio, value $4,351,888.

    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 14,614 shares
    Change vs previous 13F +108 shares

    1.03% of the 13F portfolio, value $3,017,937.

    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 14,506 shares
    Change vs previous 13F +3,594 shares

    1.08% of the 13F portfolio, value $2,834,763.

    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 10,912 shares
    Change vs previous 13F +3,082 shares

    0.85% of the 13F portfolio, value $2,079,609.

    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 7,830 shares
    Change vs previous 13F +13 shares

    0.62% of the 13F portfolio, value $1,494,590.

    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 7,817 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,541,278.

    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).