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Disclosery

Cerity Partners LLC: AX position timeline

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

Cerity Partners LLC held 12,309 AX 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 12,309 shares
    Change vs previous 13F -112,903 shares

    <0.01% of the 13F portfolio, value $1,198,774.

    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 125,212 shares
    Change vs previous 13F +13,198 shares

    0.02% of the 13F portfolio, value $10,654,288.

    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 112,014 shares
    Change vs previous 13F +98,235 shares

    0.01% of the 13F portfolio, value $9,651,125.

    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 13,779 shares
    Change vs previous 13F +2,214 shares

    <0.01% of the 13F portfolio, value $1,166,393.

    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 11,565 shares
    Change vs previous 13F +1,075 shares

    <0.01% of the 13F portfolio, value $879,403.

    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 10,490 shares
    Change vs previous 13F -3,851 shares

    <0.01% of the 13F portfolio, value $676,815.

    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 14,341 shares
    Change vs previous 13F +2,090 shares

    <0.01% of the 13F portfolio, value $946,050.

    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 12,251 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $770,345.

    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).