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Disclosery

Cerity Partners LLC: ASO position timeline

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

Cerity Partners LLC held 84,888 ASO 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 84,888 shares
    Change vs previous 13F +35,558 shares

    <0.01% of the 13F portfolio, value $4,000,786.

    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 49,330 shares
    Change vs previous 13F +2,317 shares

    <0.01% of the 13F portfolio, value $2,784,685.

    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 47,013 shares
    Change vs previous 13F +3,652 shares

    <0.01% of the 13F portfolio, value $2,348,773.

    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 43,361 shares
    Change vs previous 13F -28,615 shares

    <0.01% of the 13F portfolio, value $2,168,919.

    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 71,976 shares
    Change vs previous 13F -2,735 shares

    0.01% of the 13F portfolio, value $3,225,243.

    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 74,711 shares
    Change vs previous 13F +7,522 shares

    0.01% of the 13F portfolio, value $3,407,575.

    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 67,189 shares
    Change vs previous 13F -49,075 shares

    0.01% of the 13F portfolio, value $3,921,018.

    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 116,264 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,785,167.

    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).