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Disclosery

Cerity Partners LLC: DFAX position timeline

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

Cerity Partners LLC held 114,714 DFAX 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 114,714 shares
    Change vs previous 13F +11,696 shares

    0.01% of the 13F portfolio, value $4,226,050.

    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 103,018 shares
    Change vs previous 13F +6,595 shares

    <0.01% of the 13F portfolio, value $3,499,518.

    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 96,423 shares
    Change vs previous 13F -2,273 shares

    <0.01% of the 13F portfolio, value $3,155,934.

    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 98,696 shares
    Change vs previous 13F +13,846 shares

    0.01% of the 13F portfolio, value $3,097,070.

    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 84,850 shares
    Change vs previous 13F +710 shares

    <0.01% of the 13F portfolio, value $2,492,029.

    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 84,140 shares
    Change vs previous 13F -5,240 shares

    <0.01% of the 13F portfolio, value $2,204,472.

    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 89,380 shares
    Change vs previous 13F +1,567 shares

    <0.01% of the 13F portfolio, value $2,240,267.

    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 87,813 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,371,829.

    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).