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Disclosery

Cerity Partners LLC: DFAE position timeline

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

Cerity Partners LLC held 2,558,965 DFAE 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 2,558,965 shares
    Change vs previous 13F +241,430 shares

    0.12% of the 13F portfolio, value $102,899,953.

    13F-HR 0001172661-26-003640 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Cerity Partners LLC: 2,553,687 shares
    • Cerity Partners Retirement Plan Advisors LLC: 5,278 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,317,535 shares
    Change vs previous 13F +588,994 shares

    0.11% of the 13F portfolio, value $78,471,981.

    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 1,728,541 shares
    Change vs previous 13F +260,949 shares

    0.08% of the 13F portfolio, value $56,298,606.

    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 1,467,592 shares
    Change vs previous 13F +359,749 shares

    0.08% of the 13F portfolio, value $46,273,184.

    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 1,107,843 shares
    Change vs previous 13F +217,307 shares

    0.06% of the 13F portfolio, value $32,072,040.

    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 890,536 shares
    Change vs previous 13F -4,587 shares

    0.05% of the 13F portfolio, value $23,055,979.

    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 895,123 shares
    Change vs previous 13F +326,108 shares

    0.05% of the 13F portfolio, value $22,709,270.

    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 569,015 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $15,596,684.

    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).