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Commonwealth Retirement Investments LLC: V position timeline

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

Commonwealth Retirement Investments LLC held 17,747 V 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 17,747 shares
    Change vs previous 13F -2,529 shares

    1.65% of the 13F portfolio, value $6,088,820.

    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 20,276 shares
    Change vs previous 13F +2,544 shares

    1.9% of the 13F portfolio, value $6,128,195.

    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 17,732 shares
    Change vs previous 13F +329 shares

    2% of the 13F portfolio, value $6,218,732.

    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 17,403 shares
    Change vs previous 13F +1,781 shares

    2.02% of the 13F portfolio, value $5,940,961.

    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 15,622 shares
    Change vs previous 13F +5,990 shares

    2.11% of the 13F portfolio, value $5,546,496.

    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 9,632 shares
    Change vs previous 13F +176 shares

    1.37% of the 13F portfolio, value $3,375,520.

    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 9,456 shares
    Change vs previous 13F +213 shares

    1.23% of the 13F portfolio, value $2,988,359.

    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 9,243 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $2,541,248.

    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).