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Disclosery

Cerity Partners LLC: BOCT position timeline

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

Cerity Partners LLC held 164,026 BOCT 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 164,026 shares
    Change vs previous 13F -17,631 shares

    0.01% of the 13F portfolio, value $8,696,905.

    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 181,657 shares
    Change vs previous 13F -18,939 shares

    0.01% of the 13F portfolio, value $8,717,138.

    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 200,596 shares
    Change vs previous 13F +96,946 shares

    0.01% of the 13F portfolio, value $9,914,377.

    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 103,650 shares
    Change vs previous 13F +9,737 shares

    0.01% of the 13F portfolio, value $5,018,734.

    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 93,913 shares
    Change vs previous 13F +7,482 shares

    0.01% of the 13F portfolio, value $4,268,347.

    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 86,431 shares
    Change vs previous 13F +10,388 shares

    0.01% of the 13F portfolio, value $3,633,232.

    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 76,043 shares
    Change vs previous 13F -1,263 shares

    0.01% of the 13F portfolio, value $3,286,962.

    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 77,306 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,281,642.

    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).