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Disclosery

Cerity Partners LLC: CVE position timeline

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

Cerity Partners LLC held 87,672 CVE 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 87,672 shares
    Change vs previous 13F +14,582 shares

    <0.01% of the 13F portfolio, value $2,175,133.

    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 73,090 shares
    Change vs previous 13F +6,327 shares

    <0.01% of the 13F portfolio, value $1,939,082.

    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 66,763 shares
    Change vs previous 13F +14,924 shares

    <0.01% of the 13F portfolio, value $1,129,633.

    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 51,839 shares
    Change vs previous 13F -4,132 shares

    <0.01% of the 13F portfolio, value $880,745.

    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 55,971 shares
    Change vs previous 13F -5,417 shares

    <0.01% of the 13F portfolio, value $761,206.

    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 61,388 shares
    Change vs previous 13F +48,537 shares

    <0.01% of the 13F portfolio, value $853,907.

    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 12,851 shares
    Change vs previous 13F -13,716 shares

    <0.01% of the 13F portfolio, value $211,411.

    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 26,567 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $444,464.

    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).