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Cerity Partners LLC: ASX position timeline

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

Cerity Partners LLC held 151,773 ASX 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 151,773 shares
    Change vs previous 13F -1,184 shares

    0.01% of the 13F portfolio, value $6,847,990.

    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 152,957 shares
    Change vs previous 13F -24,516 shares

    <0.01% of the 13F portfolio, value $3,316,096.

    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 177,473 shares
    Change vs previous 13F -7,468 shares

    <0.01% of the 13F portfolio, value $2,857,312.

    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 184,941 shares
    Change vs previous 13F -870 shares

    <0.01% of the 13F portfolio, value $2,050,994.

    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 185,811 shares
    Change vs previous 13F -85,435 shares

    <0.01% of the 13F portfolio, value $1,919,428.

    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 271,246 shares
    Change vs previous 13F +140,413 shares

    <0.01% of the 13F portfolio, value $2,376,116.

    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 130,833 shares
    Change vs previous 13F +4,622 shares

    <0.01% of the 13F portfolio, value $1,307,661.

    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 126,211 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,231,821.

    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).