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Cerity Partners LLC: BOTZ position timeline

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

Cerity Partners LLC held 246,161 BOTZ 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 246,161 shares
    Change vs previous 13F -8,732 shares

    0.01% of the 13F portfolio, value $9,339,226.

    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 254,893 shares
    Change vs previous 13F +232,977 shares

    0.01% of the 13F portfolio, value $8,467,054.

    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 21,916 shares
    Change vs previous 13F +5,342 shares

    <0.01% of the 13F portfolio, value $794,016.

    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 16,574 shares
    Change vs previous 13F +1,104 shares

    <0.01% of the 13F portfolio, value $587,215.

    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 15,470 shares
    Change vs previous 13F +1,650 shares

    <0.01% of the 13F portfolio, value $505,106.

    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 13,820 shares
    Change vs previous 13F -1,794 shares

    <0.01% of the 13F portfolio, value $393,327.

    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 15,614 shares
    Change vs previous 13F -3,217 shares

    <0.01% of the 13F portfolio, value $498,878.

    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 18,831 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $605,418.

    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).