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Disclosery

Cerity Partners LLC: DFIV position timeline

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

Cerity Partners LLC held 3,631,961 DFIV 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 3,631,961 shares
    Change vs previous 13F +419,254 shares

    0.24% of the 13F portfolio, value $196,198,951.

    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 3,212,707 shares
    Change vs previous 13F +135,223 shares

    0.24% of the 13F portfolio, value $169,567,017.

    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 3,077,484 shares
    Change vs previous 13F +123,666 shares

    0.22% of the 13F portfolio, value $153,566,469.

    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 2,953,818 shares
    Change vs previous 13F +187,126 shares

    0.22% of the 13F portfolio, value $136,230,091.

    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 2,766,692 shares
    Change vs previous 13F +109,145 shares

    0.21% of the 13F portfolio, value $118,497,402.

    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 2,657,547 shares
    Change vs previous 13F +93,620 shares

    0.21% of the 13F portfolio, value $104,601,051.

    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 2,563,927 shares
    Change vs previous 13F +89,408 shares

    0.2% of the 13F portfolio, value $90,968,108.

    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 2,474,519 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $94,229,708.

    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).