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Commonwealth Retirement Investments LLC: WMT position timeline

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

Commonwealth Retirement Investments LLC held 8,320 WMT 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 8,320 shares
    Change vs previous 13F +1 shares

    0.26% of the 13F portfolio, value $942,320.

    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 8,319 shares
    Change vs previous 13F -81 shares

    0.32% of the 13F portfolio, value $1,033,935.

    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 8,400 shares
    Change vs previous 13F +120 shares

    0.3% of the 13F portfolio, value $935,836.

    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 8,280 shares
    Change vs previous 13F +3 shares

    0.29% of the 13F portfolio, value $853,330.

    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 8,277 shares
    Change vs previous 13F +8 shares

    0.31% of the 13F portfolio, value $809,364.

    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 8,269 shares
    Change vs previous 13F +102 shares

    0.3% of the 13F portfolio, value $725,959.

    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 8,167 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $737,869.

    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 8,167 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $659,468.

    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).