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Cerity Partners LLC: BTC position timeline

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

Cerity Partners LLC held 50,245 BTC 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 50,245 shares
    Change vs previous 13F +10,691 shares

    <0.01% of the 13F portfolio, value $1,303,858.

    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 39,554 shares
    Change vs previous 13F -870 shares

    <0.01% of the 13F portfolio, value $1,186,224.

    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 40,424 shares
    Change vs previous 13F +12,382 shares

    <0.01% of the 13F portfolio, value $1,565,621.

    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 28,042 shares
    Change vs previous 13F +17,267 shares

    <0.01% of the 13F portfolio, value $1,419,767.

    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 10,775 shares
    Change vs previous 13F -1,396 shares

    <0.01% of the 13F portfolio, value $514,507.

    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 12,171 shares
    Change vs previous 13F +3,119 shares

    <0.01% of the 13F portfolio, value $444,121.

    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 9,052 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $379,008.

    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).