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Cerity Partners LLC: BCAL position timeline

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

Cerity Partners LLC held 89,606 BCAL 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 89,606 shares
    Change vs previous 13F +192 shares

    <0.01% of the 13F portfolio, value $1,867,393.

    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 89,414 shares
    Change vs previous 13F +1,455 shares

    <0.01% of the 13F portfolio, value $1,584,426.

    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 87,959 shares
    Change vs previous 13F +1,437 shares

    <0.01% of the 13F portfolio, value $1,642,195.

    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 86,522 shares
    Change vs previous 13F +2,079 shares

    <0.01% of the 13F portfolio, value $1,443,188.

    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 84,443 shares
    Change vs previous 13F -834 shares

    <0.01% of the 13F portfolio, value $1,330,821.

    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 85,277 shares
    Change vs previous 13F -100 shares

    <0.01% of the 13F portfolio, value $1,222,020.

    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 85,377 shares
    Change vs previous 13F +48,427 shares

    <0.01% of the 13F portfolio, value $1,411,554.

    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 36,950 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $546,491.

    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).