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Cerity Partners LLC: DAR position timeline

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

Cerity Partners LLC held 453,176 DAR 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 453,176 shares
    Change vs previous 13F +161,360 shares

    0.03% of the 13F portfolio, value $24,752,477.

    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 291,816 shares
    Change vs previous 13F +104,181 shares

    0.03% of the 13F portfolio, value $18,048,821.

    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 187,635 shares
    Change vs previous 13F -9,728 shares

    0.01% of the 13F portfolio, value $6,754,862.

    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 197,363 shares
    Change vs previous 13F -32,244 shares

    0.01% of the 13F portfolio, value $6,092,597.

    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 229,607 shares
    Change vs previous 13F +3,771 shares

    0.02% of the 13F portfolio, value $8,711,292.

    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 225,836 shares
    Change vs previous 13F -16,694 shares

    0.01% of the 13F portfolio, value $7,055,119.

    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 242,530 shares
    Change vs previous 13F -111,714 shares

    0.02% of the 13F portfolio, value $8,973,397.

    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 354,244 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $13,163,707.

    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).