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Disclosery

Cerity Partners LLC: BOKF position timeline

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

Cerity Partners LLC held 2,863 BOKF 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 2,863 shares
    Change vs previous 13F +751 shares

    <0.01% of the 13F portfolio, value $397,613.

    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 2,112 shares
    Change vs previous 13F +229 shares

    <0.01% of the 13F portfolio, value $270,476.

    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 1,883 shares
    Change vs previous 13F -79 shares

    <0.01% of the 13F portfolio, value $223,060.

    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 1,962 shares
    Change vs previous 13F -388 shares

    <0.01% of the 13F portfolio, value $218,646.

    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 2,350 shares
    Change vs previous 13F -5,333 shares

    <0.01% of the 13F portfolio, value $229,431.

    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 7,683 shares
    Change vs previous 13F -295 shares

    <0.01% of the 13F portfolio, value $800,185.

    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 7,978 shares
    Change vs previous 13F +2,121 shares

    <0.01% of the 13F portfolio, value $846,584.

    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 5,857 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $612,760.

    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).