Richard W. Paul & Associates, LLC: CERY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Richard W. Paul & Associates, LLC on CERY, newest first. How the timeline and the estimate are built.
Richard W. Paul & Associates, LLC held 5,665 CERY shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 5,665 sharesChange vs previous 13F +264 shares
0.06% of the 13F portfolio, value $189,381.
13F-HR 0001964203-26-000003 filed by Richard W. Paul & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,401 sharesChange vs previous 13F +1,507 shares
0.06% of the 13F portfolio, value $190,331.
13F-HR 0001964203-26-000002 filed by Richard W. Paul & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,894 sharesChange vs previous 13F -3,393 shares
0.04% of the 13F portfolio, value $111,174.
13F-HR 0001964203-26-000001 filed by Richard W. Paul & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,287 sharesChange vs previous 13F +3,662 shares
0.07% of the 13F portfolio, value $208,773.
13F-HR 0001964203-25-000005 filed by Richard W. Paul & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,625 sharesChange vs previous 13F -2,627 shares
0.04% of the 13F portfolio, value $98,709.
13F-HR 0001964203-25-000004 filed by Richard W. Paul & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,252 sharesChange vs previous 13F +3,266 shares
0.07% of the 13F portfolio, value $173,243.
13F-HR 0001964203-25-000002 filed by Richard W. Paul & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,986 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $77,293.
13F-HR 0001964203-25-000001 filed by Richard W. Paul & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).