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Disclosery

Cerity Partners LLC: BEN position timeline

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

Cerity Partners LLC held 155,150 BEN 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 155,150 shares
    Change vs previous 13F +60,260 shares

    0.01% of the 13F portfolio, value $5,161,800.

    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 94,890 shares
    Change vs previous 13F -81,604 shares

    <0.01% of the 13F portfolio, value $2,241,246.

    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 176,494 shares
    Change vs previous 13F -7,777 shares

    0.01% of the 13F portfolio, value $4,216,414.

    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 184,271 shares
    Change vs previous 13F +51,336 shares

    0.01% of the 13F portfolio, value $4,262,172.

    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 132,935 shares
    Change vs previous 13F -363,354 shares

    0.01% of the 13F portfolio, value $3,170,500.

    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 496,289 shares
    Change vs previous 13F -69,482 shares

    0.02% of the 13F portfolio, value $9,553,560.

    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 565,771 shares
    Change vs previous 13F +104,642 shares

    0.02% of the 13F portfolio, value $11,476,997.

    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 461,129 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $9,291,749.

    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).