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Disclosery

CERTUITY, LLC: XYZ position timeline

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

CERTUITY, LLC held 5,273 XYZ 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 5,273 shares
    Change vs previous 13F +252 shares

    0.02% of the 13F portfolio, value $400,722.

    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 5,021 shares
    Change vs previous 13F +5,021 shares

    0.02% of the 13F portfolio, value $302,193.

    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 0 shares
    Change vs previous 13F -4,804 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 4,804 shares
    Change vs previous 13F -517 shares

    0.02% of the 13F portfolio, value $347,209.

    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 5,321 shares
    Change vs previous 13F +443 shares

    0.03% of the 13F portfolio, value $361,931.

    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 4,878 shares
    Change vs previous 13F +926 shares

    0.03% of the 13F portfolio, value $266,354.

    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 3,952 shares
    Change vs previous 13F -101 shares

    0.04% of the 13F portfolio, value $335,846.

    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 4,053 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $272,034.

    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).