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Disclosery

Commonwealth Retirement Investments LLC: TROW position timeline

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

Commonwealth Retirement Investments LLC held 22,878 TROW 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 22,878 shares
    Change vs previous 13F -11,620 shares

    0.71% of the 13F portfolio, value $2,601,000.

    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 34,498 shares
    Change vs previous 13F +2,558 shares

    0.96% of the 13F portfolio, value $3,109,650.

    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 31,940 shares
    Change vs previous 13F +1,522 shares

    1.05% of the 13F portfolio, value $3,270,017.

    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 30,418 shares
    Change vs previous 13F +1,767 shares

    1.06% of the 13F portfolio, value $3,122,104.

    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 28,651 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $2,764,822.

    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).