Skip to content
Disclosery

Commonwealth Retirement Investments LLC: PEP position timeline

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

Commonwealth Retirement Investments LLC held 56,569 PEP 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 56,569 shares
    Change vs previous 13F -2,382 shares

    2.08% of the 13F portfolio, value $7,659,415.

    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 58,951 shares
    Change vs previous 13F +4,565 shares

    2.84% of the 13F portfolio, value $9,154,515.

    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 54,386 shares
    Change vs previous 13F -657 shares

    2.51% of the 13F portfolio, value $7,805,458.

    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 55,043 shares
    Change vs previous 13F +1,769 shares

    2.63% of the 13F portfolio, value $7,730,218.

    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 53,274 shares
    Change vs previous 13F +27,212 shares

    2.68% of the 13F portfolio, value $7,034,327.

    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 26,062 shares
    Change vs previous 13F -753 shares

    1.59% of the 13F portfolio, value $3,907,667.

    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 26,815 shares
    Change vs previous 13F +833 shares

    1.68% of the 13F portfolio, value $4,077,553.

    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 25,982 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $4,418,311.

    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).