Commonwealth Retirement Investments LLC
PensionPosition in MA — Mastercard Inc
CIK 1963787
RICHMOND, VA
Position in MA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$4,303,454
+$363,635 QoQ
Shares Held
8,379
+6.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.46%
of 13F equity value
Holder Rank
#1,252
of 3,563 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Commonwealth Retirement Investments LLC holds $10,621,515 across 4 Credit Services names. MA ranks #2 (40.5% of the industry book) .
All Filings in MA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,303,454 | 8,379 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $3,939,819 | 7,885 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,072,657 | 7,134 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,797,375 | 6,676 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,474,475 | 6,183 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,786,871 | 3,260 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,681,338 | 3,193 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,550,038 | 3,139 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,344,655 | 3,048 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,305,054 | 2,710 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,119,588 | 2,625 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||