Cerity Partners LLC: AGG position timeline

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

Cerity Partners LLC held 10,070,224 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 10,070,224 shares
Change vs previous 13F +1,046,083 shares
1.18% of the 13F portfolio, value $996,750,801.
13F-HR 0001172661-26-003640 filed by Cerity Partners LLC
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- Cerity Partners OCIO LLC: 113,244 shares
- Cerity Partners LLC: 9,922,031 shares
- Cerity Partners Retirement Plan Advisors LLC: 34,949 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 9,024,141 shares
Change vs previous 13F +868,650 shares
1.24% of the 13F portfolio, value $895,826,452.
13F-HR 0001172661-26-002233 filed by Cerity Partners LLC
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- Cerity Partners OCIO LLC: 121,370 shares
- Cerity Partners LLC: 8,902,771 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 8,155,491 shares
Change vs previous 13F +1,030,798 shares
1.16% of the 13F portfolio, value $814,570,405.
13F-HR 0001172661-26-000617 filed by Cerity Partners LLC
Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- Cerity Partners OCIO LLC: 163,688 shares
- Cerity Partners LLC: 7,991,803 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 7,124,693 shares
Change vs previous 13F +319,669 shares
1.12% of the 13F portfolio, value $714,250,424.
13F-HR 0001566475-25-000018 filed by Cerity Partners LLC
Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- Cerity Partners OCIO LLC: 103,055 shares
- Cerity Partners LLC: 7,021,638 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 6,805,024 shares
Change vs previous 13F +490,840 shares
1.17% of the 13F portfolio, value $675,058,419.
13F-HR 0001566475-25-000013 filed by Cerity Partners LLC
Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- Cerity Partners OCIO LLC: 100,671 shares
- Cerity Partners LLC: 6,704,353 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 6,314,184 shares
Change vs previous 13F +399,690 shares
1.24% of the 13F portfolio, value $624,599,090.
13F-HR 0001566475-25-000008 filed by Cerity Partners LLC
Filed 2025-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- Cerity Partners OCIO LLC: 67,967 shares
- Cerity Partners LLC: 6,246,217 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 5,914,494 shares
Change vs previous 13F +997,372 shares
1.2% of the 13F portfolio, value $573,128,389.
13F-HR 0001566475-25-000002 filed by Cerity Partners LLC
Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- Cerity Partners OCIO LLC: 66,713 shares
- Cerity Partners LLC: 5,847,781 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 4,917,122 shares
Change vs previous 13F not available
1.07% of the 13F portfolio, value $497,957,086.
13F-HR 0001566475-24-000030 filed by Cerity Partners LLC
Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- Cerity Partners OCIO LLC: 48,675 shares
- Cerity Partners LLC: 4,868,447 shares
Acceptance time not in the bulk data set (spec §4.2).