Skip to content
Disclosery

Commonwealth Retirement Investments LLC: QUAL position timeline

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

Commonwealth Retirement Investments LLC held 10,637 QUAL 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 10,637 shares
    Change vs previous 13F +671 shares

    0.63% of the 13F portfolio, value $2,334,077.

    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 9,966 shares
    Change vs previous 13F +904 shares

    0.59% of the 13F portfolio, value $1,911,578.

    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 9,062 shares
    Change vs previous 13F -7,014 shares

    0.58% of the 13F portfolio, value $1,799,894.

    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 16,076 shares
    Change vs previous 13F -3,609 shares

    1.06% of the 13F portfolio, value $3,126,782.

    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 19,685 shares
    Change vs previous 13F -191 shares

    1.37% of the 13F portfolio, value $3,598,812.

    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 19,876 shares
    Change vs previous 13F +3,888 shares

    1.38% of the 13F portfolio, value $3,396,610.

    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 15,988 shares
    Change vs previous 13F +641 shares

    1.17% of the 13F portfolio, value $2,847,143.

    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 15,347 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $2,751,717.

    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).