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Disclosery

Cerity Partners LLC: BAM position timeline

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

Cerity Partners LLC held 111,644 BAM 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 111,644 shares
    Change vs previous 13F -3,090 shares

    0.01% of the 13F portfolio, value $5,007,694.

    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 114,734 shares
    Change vs previous 13F +65,347 shares

    0.01% of the 13F portfolio, value $5,100,827.

    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 49,387 shares
    Change vs previous 13F +10,678 shares

    <0.01% of the 13F portfolio, value $2,587,412.

    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 38,709 shares
    Change vs previous 13F +4,043 shares

    <0.01% of the 13F portfolio, value $2,204,100.

    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 34,666 shares
    Change vs previous 13F +5,184 shares

    <0.01% of the 13F portfolio, value $1,916,345.

    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 29,482 shares
    Change vs previous 13F +7,901 shares

    <0.01% of the 13F portfolio, value $1,428,403.

    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 21,581 shares
    Change vs previous 13F -4,415 shares

    <0.01% of the 13F portfolio, value $1,043,675.

    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 25,996 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,229,357.

    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).