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Cerity Partners LLC: ATR position timeline

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

Cerity Partners LLC held 11,952 ATR 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 11,952 shares
    Change vs previous 13F -15,471 shares

    <0.01% of the 13F portfolio, value $1,496,373.

    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 27,423 shares
    Change vs previous 13F +12,477 shares

    <0.01% of the 13F portfolio, value $3,455,782.

    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 14,946 shares
    Change vs previous 13F -26,381 shares

    <0.01% of the 13F portfolio, value $1,822,803.

    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 41,327 shares
    Change vs previous 13F +1,178 shares

    0.01% of the 13F portfolio, value $5,523,782.

    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 40,149 shares
    Change vs previous 13F +19,805 shares

    0.01% of the 13F portfolio, value $6,280,469.

    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 20,344 shares
    Change vs previous 13F -1,132 shares

    0.01% of the 13F portfolio, value $3,018,657.

    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 21,476 shares
    Change vs previous 13F -1,781 shares

    0.01% of the 13F portfolio, value $3,412,709.

    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 23,257 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,725,604.

    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).