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Disclosery

Cerity Partners LLC: BSM position timeline

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

Cerity Partners LLC held 24,112 BSM 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 24,112 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $336,845.

    13F-HR 0001172661-26-003643 filed by Cerity Partners OCIO 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 24,112 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $364,573.

    13F-HR 0001172661-26-002234 filed by Cerity Partners OCIO 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 24,112 shares
    Change vs previous 13F +23,958 shares

    0.02% of the 13F portfolio, value $320,448.

    13F-HR 0001172661-26-000616 filed by Cerity Partners OCIO 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 154 shares
    Change vs previous 13F -3 shares

    0.02% of the 13F portfolio, value $316,832.

    13F-HR 0001519611-25-000009 filed by Cerity Partners OCIO 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 157 shares
    Change vs previous 13F -5 shares

    0.02% of the 13F portfolio, value $315,385.

    13F-HR 0001566475-25-000015 filed by Cerity Partners OCIO 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 162 shares
    Change vs previous 13F -4 shares

    0.02% of the 13F portfolio, value $368,190.

    13F-HR 0001519611-25-000004 filed by Cerity Partners OCIO 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 166 shares
    Change vs previous 13F -4 shares

    0.02% of the 13F portfolio, value $374,218.

    13F-HR 0001566475-25-000004 filed by Cerity Partners OCIO 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 170 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $364,091.

    13F-HR 0001566475-24-000026 filed by Cerity Partners OCIO LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).