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Cerity Partners LLC: COFS position timeline

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

Cerity Partners LLC held 30,510 COFS 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 30,510 shares
    Change vs previous 13F +1,701 shares

    <0.01% of the 13F portfolio, value $1,037,340.

    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 28,809 shares
    Change vs previous 13F -1,049 shares

    <0.01% of the 13F portfolio, value $810,109.

    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 29,858 shares
    Change vs previous 13F +1,481 shares

    <0.01% of the 13F portfolio, value $881,408.

    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 28,377 shares
    Change vs previous 13F -33 shares

    <0.01% of the 13F portfolio, value $821,798.

    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 28,410 shares
    Change vs previous 13F +86 shares

    <0.01% of the 13F portfolio, value $815,366.

    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 28,324 shares
    Change vs previous 13F -22 shares

    <0.01% of the 13F portfolio, value $814,881.

    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 28,346 shares
    Change vs previous 13F -2 shares

    <0.01% of the 13F portfolio, value $1,010,147.

    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 28,348 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $876,237.

    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).