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Disclosery

Cerity Partners LLC: CEF position timeline

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

Cerity Partners LLC held 16,003 CEF 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 16,003 shares
    Change vs previous 13F -749 shares

    <0.01% of the 13F portfolio, value $643,801.

    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 16,752 shares
    Change vs previous 13F -2,227 shares

    <0.01% of the 13F portfolio, value $799,405.

    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 18,979 shares
    Change vs previous 13F +1,364 shares

    <0.01% of the 13F portfolio, value $869,238.

    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 17,615 shares
    Change vs previous 13F -2,666 shares

    <0.01% of the 13F portfolio, value $646,294.

    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 20,281 shares
    Change vs previous 13F +500 shares

    <0.01% of the 13F portfolio, value $610,458.

    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 19,781 shares
    Change vs previous 13F -623 shares

    <0.01% of the 13F portfolio, value $561,978.

    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 20,404 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $484,798.

    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).