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Disclosery

Commonwealth Retirement Investments LLC: MTB position timeline

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

Commonwealth Retirement Investments LLC held 4,808 MTB 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 4,808 shares
    Change vs previous 13F -6,579 shares

    0.31% of the 13F portfolio, value $1,144,352.

    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 11,387 shares
    Change vs previous 13F +396 shares

    0.73% of the 13F portfolio, value $2,353,921.

    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 10,991 shares
    Change vs previous 13F +44 shares

    0.71% of the 13F portfolio, value $2,214,467.

    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 10,947 shares
    Change vs previous 13F +195 shares

    0.74% of the 13F portfolio, value $2,163,346.

    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 10,752 shares
    Change vs previous 13F -3,075 shares

    0.79% of the 13F portfolio, value $2,085,780.

    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 13,827 shares
    Change vs previous 13F +278 shares

    1.01% of the 13F portfolio, value $2,471,576.

    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 13,549 shares
    Change vs previous 13F -156 shares

    1.05% of the 13F portfolio, value $2,547,347.

    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 13,705 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $2,441,135.

    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).