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Disclosery

Cerity Partners LLC: CP position timeline

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

Cerity Partners LLC held 61,726 CP 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 61,726 shares
    Change vs previous 13F +818 shares

    0.01% of the 13F portfolio, value $5,348,588.

    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 60,908 shares
    Change vs previous 13F +12,333 shares

    0.01% of the 13F portfolio, value $4,790,943.

    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 48,575 shares
    Change vs previous 13F -17,744 shares

    0.01% of the 13F portfolio, value $3,576,571.

    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 66,319 shares
    Change vs previous 13F -5,202 shares

    0.01% of the 13F portfolio, value $4,940,086.

    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 71,521 shares
    Change vs previous 13F -6,418 shares

    0.01% of the 13F portfolio, value $5,669,425.

    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 77,939 shares
    Change vs previous 13F +2,234 shares

    0.01% of the 13F portfolio, value $5,472,111.

    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 75,705 shares
    Change vs previous 13F -5,862 shares

    0.01% of the 13F portfolio, value $5,965,646.

    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 81,567 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,977,241.

    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).