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Disclosery

Cerity Partners LLC: D position timeline

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

Cerity Partners LLC held 185,500 D 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 185,500 shares
    Change vs previous 13F -2,259 shares

    0.02% of the 13F portfolio, value $12,668,245.

    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 187,759 shares
    Change vs previous 13F +36,104 shares

    0.02% of the 13F portfolio, value $11,606,918.

    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 151,655 shares
    Change vs previous 13F -43,941 shares

    0.01% of the 13F portfolio, value $8,887,945.

    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 195,596 shares
    Change vs previous 13F +3,338 shares

    0.02% of the 13F portfolio, value $11,964,002.

    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 192,258 shares
    Change vs previous 13F +7,485 shares

    0.02% of the 13F portfolio, value $10,868,554.

    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 184,773 shares
    Change vs previous 13F -60,724 shares

    0.02% of the 13F portfolio, value $10,360,280.

    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 245,497 shares
    Change vs previous 13F -16,752 shares

    0.03% of the 13F portfolio, value $13,351,731.

    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 262,249 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $15,155,332.

    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).