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Commonwealth Retirement Investments LLC: MO position timeline

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

Commonwealth Retirement Investments LLC held 96,961 MO 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 96,961 shares
    Change vs previous 13F -22,724 shares

    1.89% of the 13F portfolio, value $6,976,378.

    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 119,685 shares
    Change vs previous 13F +4,483 shares

    2.45% of the 13F portfolio, value $7,898,010.

    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 115,202 shares
    Change vs previous 13F +2,181 shares

    2.14% of the 13F portfolio, value $6,642,549.

    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 113,021 shares
    Change vs previous 13F +2,084 shares

    2.54% of the 13F portfolio, value $7,466,164.

    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 110,937 shares
    Change vs previous 13F -8,845 shares

    2.47% of the 13F portfolio, value $6,504,237.

    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 119,782 shares
    Change vs previous 13F +1,973 shares

    2.93% of the 13F portfolio, value $7,189,316.

    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 117,809 shares
    Change vs previous 13F -583 shares

    2.54% of the 13F portfolio, value $6,160,233.

    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 118,392 shares
    Change vs previous 13F not available

    2.53% of the 13F portfolio, value $6,042,728.

    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).