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Disclosery

Cerity Partners LLC: COO position timeline

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

Cerity Partners LLC held 323,313 COO 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 323,313 shares
    Change vs previous 13F +186,518 shares

    0.03% of the 13F portfolio, value $23,184,742.

    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 136,795 shares
    Change vs previous 13F +72,416 shares

    0.01% of the 13F portfolio, value $9,780,823.

    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 64,379 shares
    Change vs previous 13F +43,516 shares

    0.01% of the 13F portfolio, value $5,276,540.

    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 20,863 shares
    Change vs previous 13F +2,993 shares

    <0.01% of the 13F portfolio, value $1,430,368.

    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 17,870 shares
    Change vs previous 13F +757 shares

    <0.01% of the 13F portfolio, value $1,271,631.

    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 17,113 shares
    Change vs previous 13F +1,054 shares

    <0.01% of the 13F portfolio, value $1,443,481.

    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 16,059 shares
    Change vs previous 13F -3,120 shares

    <0.01% of the 13F portfolio, value $1,605,727.

    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 19,179 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,116,213.

    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).