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Disclosery

Cerity Partners LLC: CRM position timeline

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

Cerity Partners LLC held 380,070 CRM 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 380,070 shares
    Change vs previous 13F -221,055 shares

    0.07% of the 13F portfolio, value $59,545,235.

    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 601,125 shares
    Change vs previous 13F +67,187 shares

    0.16% of the 13F portfolio, value $112,210,217.

    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 533,938 shares
    Change vs previous 13F -109,101 shares

    0.21% of the 13F portfolio, value $141,439,391.

    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 643,039 shares
    Change vs previous 13F -10,976 shares

    0.25% of the 13F portfolio, value $152,401,885.

    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 654,015 shares
    Change vs previous 13F +44,736 shares

    0.32% of the 13F portfolio, value $178,351,832.

    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 609,279 shares
    Change vs previous 13F +76,128 shares

    0.34% of the 13F portfolio, value $163,423,341.

    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 533,151 shares
    Change vs previous 13F -20,475 shares

    0.38% of the 13F portfolio, value $174,938,229.

    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 553,626 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $151,548,940.

    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).