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Cerity Partners LLC: BOX position timeline

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

Cerity Partners LLC held 70,916 BOX 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 70,916 shares
    Change vs previous 13F +32,417 shares

    <0.01% of the 13F portfolio, value $1,882,111.

    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 38,499 shares
    Change vs previous 13F +1,188 shares

    <0.01% of the 13F portfolio, value $910,116.

    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 37,311 shares
    Change vs previous 13F -1,919 shares

    <0.01% of the 13F portfolio, value $1,115,972.

    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 39,230 shares
    Change vs previous 13F -1,901 shares

    <0.01% of the 13F portfolio, value $1,265,954.

    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 41,131 shares
    Change vs previous 13F -4,058 shares

    <0.01% of the 13F portfolio, value $1,405,446.

    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 45,189 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,394,533.

    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).