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Cerity Partners LLC: A position timeline

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

Cerity Partners LLC held 163,679 A shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 163,679 shares
    Change vs previous 13F +9,333 shares

    0.03% of the 13F portfolio, value $21,741,444.

    13F-HR 0001172661-26-003640 filed by Cerity Partners 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 154,346 shares
    Change vs previous 13F +61,763 shares

    0.02% of the 13F portfolio, value $17,592,779.

    13F-HR 0001172661-26-002233 filed by Cerity Partners 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 92,583 shares
    Change vs previous 13F -3,148 shares

    0.02% of the 13F portfolio, value $12,597,795.

    13F-HR 0001172661-26-000617 filed by Cerity Partners 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 95,731 shares
    Change vs previous 13F -3,176 shares

    0.02% of the 13F portfolio, value $12,287,011.

    13F-HR 0001566475-25-000018 filed by Cerity Partners 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 98,907 shares
    Change vs previous 13F +49,387 shares

    0.02% of the 13F portfolio, value $11,671,834.

    13F-HR 0001566475-25-000013 filed by Cerity Partners 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 49,520 shares
    Change vs previous 13F -19,379 shares

    0.01% of the 13F portfolio, value $5,792,852.

    13F-HR 0001566475-25-000008 filed by Cerity Partners 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 68,899 shares
    Change vs previous 13F +19,203 shares

    0.02% of the 13F portfolio, value $9,476,867.

    13F-HR 0001566475-25-000002 filed by Cerity Partners 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 49,696 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,378,929.

    13F-HR 0001566475-24-000030 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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