Skip to content
Disclosery

Cerity Partners LLC: CI position timeline

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

Cerity Partners LLC held 203,538 CI 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 203,538 shares
    Change vs previous 13F +72,900 shares

    0.07% of the 13F portfolio, value $56,110,613.

    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 130,638 shares
    Change vs previous 13F -104,030 shares

    0.05% of the 13F portfolio, value $34,847,804.

    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 234,668 shares
    Change vs previous 13F +143,568 shares

    0.09% of the 13F portfolio, value $64,586,700.

    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 91,100 shares
    Change vs previous 13F -3,608 shares

    0.04% of the 13F portfolio, value $26,259,303.

    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 94,708 shares
    Change vs previous 13F +562 shares

    0.06% of the 13F portfolio, value $31,308,051.

    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 94,146 shares
    Change vs previous 13F +916 shares

    0.06% of the 13F portfolio, value $30,973,759.

    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 93,230 shares
    Change vs previous 13F -15,290 shares

    0.06% of the 13F portfolio, value $28,088,546.

    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 108,520 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $37,596,193.

    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).