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Disclosery

Cerity Partners LLC: CALM position timeline

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

Cerity Partners LLC held 29,837 CALM 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 29,837 shares
    Change vs previous 13F -1,592 shares

    <0.01% of the 13F portfolio, value $2,403,616.

    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 31,429 shares
    Change vs previous 13F -102,996 shares

    <0.01% of the 13F portfolio, value $2,487,621.

    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 134,425 shares
    Change vs previous 13F +103,787 shares

    0.02% of the 13F portfolio, value $10,696,177.

    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 30,638 shares
    Change vs previous 13F +1,263 shares

    <0.01% of the 13F portfolio, value $2,883,063.

    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 29,375 shares
    Change vs previous 13F +10,140 shares

    0.01% of the 13F portfolio, value $2,926,626.

    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 19,235 shares
    Change vs previous 13F -9,861 shares

    <0.01% of the 13F portfolio, value $1,748,504.

    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 29,096 shares
    Change vs previous 13F +342 shares

    0.01% of the 13F portfolio, value $2,968,154.

    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 28,754 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,151,954.

    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).