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Disclosery

Cerity Partners LLC: CXM position timeline

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

Cerity Partners LLC held 52,713 CXM 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 52,713 shares
    Change vs previous 13F -15,626 shares

    <0.01% of the 13F portfolio, value $272,001.

    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 68,339 shares
    Change vs previous 13F +49,648 shares

    <0.01% of the 13F portfolio, value $410,034.

    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 18,691 shares
    Change vs previous 13F +6,327 shares

    <0.01% of the 13F portfolio, value $145,416.

    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 12,364 shares
    Change vs previous 13F +967 shares

    <0.01% of the 13F portfolio, value $95,450.

    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 11,397 shares
    Change vs previous 13F -22,254 shares

    <0.01% of the 13F portfolio, value $96,418.

    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 33,651 shares
    Change vs previous 13F +105 shares

    <0.01% of the 13F portfolio, value $280,986.

    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 33,546 shares
    Change vs previous 13F -957,929 shares

    <0.01% of the 13F portfolio, value $277,120.

    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 991,475 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,664,102.

    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).