Commonwealth Retirement Investments LLC historic quarter change: USA Everything Else, Sold out
In partnership units, exchange-traded notes and anything else (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Commonwealth Retirement Investments LLC opened 2 positions, added to 0, reduced 2 and sold out of 4.
- Q1 2026: Stock DUPONT DE NEMOURS INC COM; Country of operation United States; Class Stock; Shares before 833.
- Q1 2026: Stock CARNIVAL CORP COMMON STOCK; Country of operation —; Class Stock; Shares before 742.
- Q3 2024: Stock LAM RESEARCH CORP COM; Country of operation United States; Class Stock; Shares before 2,034.
- Q3 2024: Stock PROSPECT CAP CORP 6.375 03/01/2025; Country of operation United States; Class Convertible; Shares before 30,000.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1963787), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-03); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-11); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-11); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-04); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-05); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-09); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-04); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-05); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-05); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-03). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-12-31.
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