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Disclosery

Cerity Partners LLC: CPB position timeline

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

Cerity Partners LLC held 2,377,477 CPB 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 2,377,477 shares
    Change vs previous 13F +1,241,214 shares

    0.06% of the 13F portfolio, value $52,946,465.

    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 1,136,263 shares
    Change vs previous 13F -1,544,576 shares

    0.04% of the 13F portfolio, value $25,304,588.

    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 2,680,839 shares
    Change vs previous 13F +1,757,264 shares

    0.11% of the 13F portfolio, value $74,715,001.

    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 923,575 shares
    Change vs previous 13F +30,767 shares

    0.05% of the 13F portfolio, value $29,166,493.

    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 892,808 shares
    Change vs previous 13F -175,911 shares

    0.05% of the 13F portfolio, value $27,364,581.

    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 1,068,719 shares
    Change vs previous 13F +231,418 shares

    0.09% of the 13F portfolio, value $42,663,256.

    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 837,301 shares
    Change vs previous 13F +625,010 shares

    0.08% of the 13F portfolio, value $35,115,178.

    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 212,291 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $10,385,307.

    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).