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Commonwealth Retirement Investments LLC: IVW position timeline

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

Commonwealth Retirement Investments LLC held 37,688 IVW 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 37,688 shares
    Change vs previous 13F +2,427 shares

    1.41% of the 13F portfolio, value $5,183,231.

    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 35,261 shares
    Change vs previous 13F +3,395 shares

    1.24% of the 13F portfolio, value $3,988,372.

    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 31,866 shares
    Change vs previous 13F +1,947 shares

    1.27% of the 13F portfolio, value $3,927,803.

    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 29,919 shares
    Change vs previous 13F +392 shares

    1.23% of the 13F portfolio, value $3,611,822.

    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 29,527 shares
    Change vs previous 13F -2,741 shares

    1.24% of the 13F portfolio, value $3,250,923.

    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 32,268 shares
    Change vs previous 13F +697 shares

    1.22% of the 13F portfolio, value $2,995,438.

    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 31,571 shares
    Change vs previous 13F +467 shares

    1.32% of the 13F portfolio, value $3,205,404.

    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 31,104 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $2,978,208.

    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).