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Disclosery

CERTUITY, LLC: CB position timeline

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

CERTUITY, LLC held 4,564 CB shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,564 shares
    Change vs previous 13F +367 shares

    0.08% of the 13F portfolio, value $1,555,235.

    13F-HR 0001800752-26-000004 filed by CERTUITY, 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 4,197 shares
    Change vs previous 13F -1,266 shares

    0.09% of the 13F portfolio, value $1,367,895.

    13F-HR 0001800752-26-000001 filed by CERTUITY, 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 5,463 shares
    Change vs previous 13F +12 shares

    0.11% of the 13F portfolio, value $1,707,701.

    13F-HR 0001172661-26-000396 filed by CERTUITY, 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 5,451 shares
    Change vs previous 13F +1,613 shares

    0.11% of the 13F portfolio, value $1,538,600.

    13F-HR 0001172661-25-004776 filed by CERTUITY, 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 3,838 shares
    Change vs previous 13F -452 shares

    0.1% of the 13F portfolio, value $1,111,868.

    13F-HR 0001172661-25-003246 filed by CERTUITY, 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 4,290 shares
    Change vs previous 13F -201 shares

    0.14% of the 13F portfolio, value $1,295,473.

    13F-HR 0001172661-25-001734 filed by CERTUITY, 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 4,491 shares
    Change vs previous 13F +138 shares

    0.13% of the 13F portfolio, value $1,240,873.

    13F-HR 0001172661-25-000408 filed by CERTUITY, 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 4,353 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,257,328.

    13F-HR 0001172661-24-004576 filed by CERTUITY, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).