Commonwealth Retirement Investments LLC quarter change: USA Funds, Sold out
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Commonwealth Retirement Investments LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1963787): 2026-03-31 (filed 2026-05-11) and 2026-06-30 (filed 2026-08-03). 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; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Wealth Advisors of Iowa, LLC | United States | $0.323B | 87 |
| Bayberry Capital Partners LP | United States | $0.323B | 30 |
| UNIVERSITY OF CHICAGO | United States | $0.323B | 13 |
| Gold Investment Management Ltd. | Canada | $0.323B | 201 |
| BANK OF STOCKTON | United States | $0.323B | 144 |
| SHAYNE & JACOBS, LLC | United States | $0.324B | 116 |
| Tikvah Management LLC | United States | $0.323B | 21 |
| AIMZ Investment Advisors, LLC | United States | $0.324B | 139 |
| FOCUSED ALPHA, LLC | United States | $0.324B | 247 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | United States | $0.324B | 77 |