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Disclosery

Cerity Partners LLC: BSV position timeline

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

Cerity Partners LLC held 3,512,006 BSV 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 3,512,006 shares
    Change vs previous 13F +78,965 shares

    0.33% of the 13F portfolio, value $273,620,558.

    13F-HR 0001172661-26-003640 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Cerity Partners LLC: 3,512,006 shares
    • Cerity Partners Retirement Plan Advisors LLC: 0 shares

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

  2. period ended2026-03-31
    13F 3,433,041 shares
    Change vs previous 13F +139,871 shares

    0.38% of the 13F portfolio, value $269,181,438.

    13F-HR 0001172661-26-002233 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Cerity Partners LLC: 3,401,273 shares
    • Cerity Partners Retirement Plan Advisors LLC: 31,768 shares

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

  3. period ended2025-12-31
    13F 3,293,170 shares
    Change vs previous 13F +386,833 shares

    0.38% of the 13F portfolio, value $259,534,696.

    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 2,906,337 shares
    Change vs previous 13F +302,134 shares

    0.37% of the 13F portfolio, value $229,339,032.

    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 2,604,203 shares
    Change vs previous 13F +70,079 shares

    0.37% of the 13F portfolio, value $204,950,832.

    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 2,534,124 shares
    Change vs previous 13F +287,641 shares

    0.41% of the 13F portfolio, value $198,371,223.

    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 2,246,483 shares
    Change vs previous 13F +206,677 shares

    0.38% of the 13F portfolio, value $173,590,246.

    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 2,039,806 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $160,512,456.

    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).