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Cerity Partners LLC: BLV position timeline

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

Cerity Partners LLC held 77,932 BLV 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 77,932 shares
    Change vs previous 13F -14,316 shares

    0.01% of the 13F portfolio, value $5,371,893.

    13F-HR 0001172661-26-003640 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Cerity Partners LLC: 77,932 shares
    • Cerity Partners Retirement Plan Advisors LLC: 0 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 92,248 shares
    Change vs previous 13F +18,273 shares

    0.01% of the 13F portfolio, value $6,340,750.

    13F-HR 0001172661-26-002233 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Cerity Partners LLC: 76,521 shares
    • Cerity Partners Retirement Plan Advisors LLC: 15,727 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 73,975 shares
    Change vs previous 13F +73,975 shares

    0.01% of the 13F portfolio, value $5,142,711.

    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 ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.