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Disclosery

Cerity Partners LLC: AOR position timeline

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

Cerity Partners LLC held 32,275 AOR 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 32,275 shares
    Change vs previous 13F +12,610 shares

    <0.01% of the 13F portfolio, value $2,241,500.

    13F-HR 0001172661-26-003640 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Cerity Partners LLC: 23,806 shares
    • Cerity Partners Retirement Plan Advisors LLC: 8,469 shares

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

  2. period ended2026-03-31
    13F 19,665 shares
    Change vs previous 13F +7,870 shares

    <0.01% of the 13F portfolio, value $1,256,303.

    13F-HR 0001172661-26-002233 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Cerity Partners LLC: 12,236 shares
    • Cerity Partners Retirement Plan Advisors LLC: 7,429 shares

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

  3. period ended2025-12-31
    13F 11,795 shares
    Change vs previous 13F +1,201 shares

    <0.01% of the 13F portfolio, value $766,808.

    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 10,594 shares
    Change vs previous 13F -1,165 shares

    <0.01% of the 13F portfolio, value $682,042.

    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 11,759 shares
    Change vs previous 13F -151 shares

    <0.01% of the 13F portfolio, value $724,023.

    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 11,910 shares
    Change vs previous 13F -2,054 shares

    <0.01% of the 13F portfolio, value $685,632.

    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 13,964 shares
    Change vs previous 13F +1,902 shares

    <0.01% of the 13F portfolio, value $800,390.

    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 12,062 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $714,571.

    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).