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Disclosery

Cerity Partners LLC: CALY position timeline

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

Cerity Partners LLC held 59,988 CALY 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 59,988 shares
    Change vs previous 13F -2,320 shares

    <0.01% of the 13F portfolio, value $1,127,176.

    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 62,308 shares
    Change vs previous 13F -3,929 shares

    <0.01% of the 13F portfolio, value $864,835.

    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 66,237 shares
    Change vs previous 13F +19,018 shares

    <0.01% of the 13F portfolio, value $772,984.

    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 47,219 shares
    Change vs previous 13F +31,388 shares

    <0.01% of the 13F portfolio, value $448,581.

    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 15,831 shares
    Change vs previous 13F -346 shares

    <0.01% of the 13F portfolio, value $127,440.

    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 16,177 shares
    Change vs previous 13F +5,286 shares

    <0.01% of the 13F portfolio, value $106,607.

    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 10,891 shares
    Change vs previous 13F -5,551 shares

    <0.01% of the 13F portfolio, value $102,770.

    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 16,442 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $180,534.

    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).