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Disclosery

Cerity Partners LLC: CB position timeline

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

Cerity Partners LLC held 425,907 CB 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 425,907 shares
    Change vs previous 13F +2,095 shares

    0.18% of the 13F portfolio, value $145,123,301.

    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 423,812 shares
    Change vs previous 13F +13,364 shares

    0.2% of the 13F portfolio, value $138,132,532.

    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 410,448 shares
    Change vs previous 13F +63,790 shares

    0.19% of the 13F portfolio, value $128,106,916.

    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 346,658 shares
    Change vs previous 13F +31,028 shares

    0.16% of the 13F portfolio, value $97,841,953.

    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 315,630 shares
    Change vs previous 13F +29,742 shares

    0.16% of the 13F portfolio, value $91,442,991.

    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 285,888 shares
    Change vs previous 13F +25,936 shares

    0.18% of the 13F portfolio, value $86,337,043.

    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 259,952 shares
    Change vs previous 13F -35,129 shares

    0.16% of the 13F portfolio, value $72,652,438.

    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 295,081 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $85,100,710.

    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).