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Disclosery

Cerity Partners LLC: BMO position timeline

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

Cerity Partners LLC held 20,532 BMO 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 20,532 shares
    Change vs previous 13F +456 shares

    <0.01% of the 13F portfolio, value $3,628,069.

    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 20,076 shares
    Change vs previous 13F +1,997 shares

    <0.01% of the 13F portfolio, value $2,717,153.

    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 18,079 shares
    Change vs previous 13F +3,844 shares

    <0.01% of the 13F portfolio, value $2,346,439.

    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 14,235 shares
    Change vs previous 13F +1,871 shares

    <0.01% of the 13F portfolio, value $1,853,784.

    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 12,364 shares
    Change vs previous 13F +167 shares

    <0.01% of the 13F portfolio, value $1,368,132.

    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 12,197 shares
    Change vs previous 13F +1,281 shares

    <0.01% of the 13F portfolio, value $1,164,902.

    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 10,916 shares
    Change vs previous 13F -23 shares

    <0.01% of the 13F portfolio, value $1,032,339.

    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 10,939 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $986,702.

    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).