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Cerity Partners LLC: AGI position timeline

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

Cerity Partners LLC held 36,063 AGI 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 36,063 shares
    Change vs previous 13F +1,156 shares

    <0.01% of the 13F portfolio, value $1,094,164.

    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 34,907 shares
    Change vs previous 13F +2,622 shares

    <0.01% of the 13F portfolio, value $1,550,910.

    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 32,285 shares
    Change vs previous 13F +1,792 shares

    <0.01% of the 13F portfolio, value $1,245,560.

    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 30,493 shares
    Change vs previous 13F +228 shares

    <0.01% of the 13F portfolio, value $1,062,987.

    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 30,265 shares
    Change vs previous 13F +214 shares

    <0.01% of the 13F portfolio, value $803,838.

    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 30,051 shares
    Change vs previous 13F +4,622 shares

    <0.01% of the 13F portfolio, value $803,564.

    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 25,429 shares
    Change vs previous 13F +2,256 shares

    <0.01% of the 13F portfolio, value $486,636.

    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 23,173 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $462,070.

    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).