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Disclosery

Cerity Partners LLC: AFRM position timeline

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

Cerity Partners LLC held 32,981 AFRM 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 32,981 shares
    Change vs previous 13F +7,010 shares

    <0.01% of the 13F portfolio, value $2,689,709.

    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 25,971 shares
    Change vs previous 13F +8,189 shares

    <0.01% of the 13F portfolio, value $1,190,014.

    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 17,782 shares
    Change vs previous 13F -2,395 shares

    <0.01% of the 13F portfolio, value $1,323,555.

    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 20,177 shares
    Change vs previous 13F +8,372 shares

    <0.01% of the 13F portfolio, value $1,474,596.

    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 11,805 shares
    Change vs previous 13F +7,241 shares

    <0.01% of the 13F portfolio, value $816,218.

    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 4,564 shares
    Change vs previous 13F -2,357 shares

    <0.01% of the 13F portfolio, value $206,248.

    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 6,921 shares
    Change vs previous 13F -904 shares

    <0.01% of the 13F portfolio, value $369,662.

    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 7,825 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $319,416.

    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).