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Disclosery

Cerity Partners LLC: DFEV position timeline

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

Cerity Partners LLC held 229,792 DFEV 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 229,792 shares
    Change vs previous 13F +209,914 shares

    0.01% of the 13F portfolio, value $9,804,548.

    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 19,878 shares
    Change vs previous 13F +13,702 shares

    <0.01% of the 13F portfolio, value $711,234.

    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 6,176 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $208,378.

    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).