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Disclosery

Cerity Partners LLC: CSV position timeline

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

Cerity Partners LLC held 6,079 CSV 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 6,079 shares
    Change vs previous 13F -175 shares

    <0.01% of the 13F portfolio, value $233,069.

    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 6,254 shares
    Change vs previous 13F +52 shares

    <0.01% of the 13F portfolio, value $285,557.

    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 6,202 shares
    Change vs previous 13F -69 shares

    <0.01% of the 13F portfolio, value $262,345.

    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 6,271 shares
    Change vs previous 13F +213 shares

    <0.01% of the 13F portfolio, value $279,311.

    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 6,058 shares
    Change vs previous 13F -110 shares

    <0.01% of the 13F portfolio, value $277,094.

    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 6,168 shares
    Change vs previous 13F -280 shares

    <0.01% of the 13F portfolio, value $239,010.

    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 6,448 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $255,556.

    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).