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Disclosery

Cerity Partners LLC: DFIS position timeline

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

Cerity Partners LLC held 1,268,108 DFIS 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 1,268,108 shares
    Change vs previous 13F +579,743 shares

    0.05% of the 13F portfolio, value $44,421,800.

    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 688,365 shares
    Change vs previous 13F +50,274 shares

    0.03% of the 13F portfolio, value $23,177,226.

    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 638,091 shares
    Change vs previous 13F +35,978 shares

    0.03% of the 13F portfolio, value $21,018,731.

    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 602,113 shares
    Change vs previous 13F +75,188 shares

    0.03% of the 13F portfolio, value $19,044,822.

    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 526,925 shares
    Change vs previous 13F +38,069 shares

    0.03% of the 13F portfolio, value $15,723,432.

    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 488,856 shares
    Change vs previous 13F +33,074 shares

    0.03% of the 13F portfolio, value $12,632,031.

    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 455,782 shares
    Change vs previous 13F +28,444 shares

    0.02% of the 13F portfolio, value $11,191,728.

    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 427,338 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $11,465,460.

    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).