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Commonwealth Retirement Investments LLC: VYM position timeline

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

Commonwealth Retirement Investments LLC held 3,386 VYM 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 3,386 shares
    Change vs previous 13F -278 shares

    0.15% of the 13F portfolio, value $535,090.

    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 3,664 shares
    Change vs previous 13F -70 shares

    0.17% of the 13F portfolio, value $542,638.

    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 3,734 shares
    Change vs previous 13F -229 shares

    0.17% of the 13F portfolio, value $535,904.

    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 3,963 shares
    Change vs previous 13F -550 shares

    0.19% of the 13F portfolio, value $558,585.

    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 4,513 shares
    Change vs previous 13F +532 shares

    0.23% of the 13F portfolio, value $601,628.

    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 3,981 shares
    Change vs previous 13F -396 shares

    0.21% of the 13F portfolio, value $513,390.

    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 4,377 shares
    Change vs previous 13F -681 shares

    0.23% of the 13F portfolio, value $558,461.

    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 5,058 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $648,436.

    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).