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Disclosery

Cerity Partners LLC: CFR position timeline

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

Cerity Partners LLC held 63,386 CFR 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 63,386 shares
    Change vs previous 13F -8,710 shares

    0.01% of the 13F portfolio, value $9,794,469.

    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 72,096 shares
    Change vs previous 13F +8,585 shares

    0.01% of the 13F portfolio, value $9,882,859.

    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 63,511 shares
    Change vs previous 13F +2,790 shares

    0.01% of the 13F portfolio, value $8,042,302.

    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 60,721 shares
    Change vs previous 13F -5,615 shares

    0.01% of the 13F portfolio, value $7,697,518.

    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 66,336 shares
    Change vs previous 13F +5,176 shares

    0.02% of the 13F portfolio, value $8,526,794.

    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 61,160 shares
    Change vs previous 13F +14,512 shares

    0.02% of the 13F portfolio, value $7,657,210.

    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 46,648 shares
    Change vs previous 13F -67 shares

    0.01% of the 13F portfolio, value $5,417,161.

    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 46,715 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,225,491.

    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).