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Cerity Partners LLC: CPT position timeline

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

Cerity Partners LLC held 98,331 CPT 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 98,331 shares
    Change vs previous 13F +1,026 shares

    0.01% of the 13F portfolio, value $11,257,980.

    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 97,305 shares
    Change vs previous 13F -698 shares

    0.01% of the 13F portfolio, value $9,502,774.

    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 98,003 shares
    Change vs previous 13F +5,509 shares

    0.02% of the 13F portfolio, value $10,788,317.

    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 92,494 shares
    Change vs previous 13F +5,143 shares

    0.02% of the 13F portfolio, value $9,876,551.

    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 87,351 shares
    Change vs previous 13F +8,877 shares

    0.02% of the 13F portfolio, value $9,843,607.

    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 78,474 shares
    Change vs previous 13F +342 shares

    0.02% of the 13F portfolio, value $9,597,224.

    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 78,132 shares
    Change vs previous 13F -2,543 shares

    0.02% of the 13F portfolio, value $9,102,838.

    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 80,675 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $9,966,202.

    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).