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Commonwealth Retirement Investments LLC: UPS position timeline

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

Commonwealth Retirement Investments LLC held 11,864 UPS 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 11,864 shares
    Change vs previous 13F -34,126 shares

    0.35% of the 13F portfolio, value $1,275,380.

    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 45,990 shares
    Change vs previous 13F +5,031 shares

    1.4% of the 13F portfolio, value $4,524,496.

    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 40,959 shares
    Change vs previous 13F -9,848 shares

    1.31% of the 13F portfolio, value $4,062,696.

    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 50,807 shares
    Change vs previous 13F +3,921 shares

    1.44% of the 13F portfolio, value $4,243,911.

    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 46,886 shares
    Change vs previous 13F +12,582 shares

    1.8% of the 13F portfolio, value $4,732,697.

    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 34,304 shares
    Change vs previous 13F +5,884 shares

    1.54% of the 13F portfolio, value $3,773,050.

    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 28,420 shares
    Change vs previous 13F -2,421 shares

    1.48% of the 13F portfolio, value $3,583,778.

    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 30,841 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $4,204,800.

    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).