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Disclosery

Cerity Partners LLC: CFG position timeline

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

Cerity Partners LLC held 377,806 CFG 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 377,806 shares
    Change vs previous 13F -4,719 shares

    0.03% of the 13F portfolio, value $26,472,790.

    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 382,525 shares
    Change vs previous 13F +39,832 shares

    0.03% of the 13F portfolio, value $22,940,040.

    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 342,693 shares
    Change vs previous 13F +144,891 shares

    0.03% of the 13F portfolio, value $20,017,239.

    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 197,802 shares
    Change vs previous 13F -133,300 shares

    0.02% of the 13F portfolio, value $10,514,628.

    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 331,102 shares
    Change vs previous 13F +144,627 shares

    0.03% of the 13F portfolio, value $14,817,321.

    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 186,475 shares
    Change vs previous 13F -193,260 shares

    0.02% of the 13F portfolio, value $7,639,852.

    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 379,735 shares
    Change vs previous 13F +6,236 shares

    0.04% of the 13F portfolio, value $16,546,563.

    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 373,499 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $15,339,612.

    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).