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Commonwealth Retirement Investments LLC: PFG position timeline

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

Commonwealth Retirement Investments LLC held 15,545 PFG 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 15,545 shares
    Change vs previous 13F -1,378 shares

    0.45% of the 13F portfolio, value $1,675,440.

    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 16,923 shares
    Change vs previous 13F +1,176 shares

    0.47% of the 13F portfolio, value $1,524,932.

    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 15,747 shares
    Change vs previous 13F +317 shares

    0.45% of the 13F portfolio, value $1,389,043.

    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 15,430 shares
    Change vs previous 13F +1,415 shares

    0.44% of the 13F portfolio, value $1,279,301.

    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 14,015 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,113,211.

    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).