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Disclosery

Cerity Partners LLC: DFLV position timeline

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

Cerity Partners LLC held 2,877,128 DFLV 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 2,877,128 shares
    Change vs previous 13F +710,254 shares

    0.14% of the 13F portfolio, value $113,761,618.

    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 2,166,874 shares
    Change vs previous 13F +406,269 shares

    0.11% of the 13F portfolio, value $77,379,218.

    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 1,760,605 shares
    Change vs previous 13F +400,889 shares

    0.09% of the 13F portfolio, value $60,230,312.

    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 1,359,716 shares
    Change vs previous 13F +390,323 shares

    0.07% of the 13F portfolio, value $44,734,647.

    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 969,393 shares
    Change vs previous 13F +123,555 shares

    0.05% of the 13F portfolio, value $30,070,587.

    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 845,838 shares
    Change vs previous 13F +273,152 shares

    0.05% of the 13F portfolio, value $25,857,273.

    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 572,686 shares
    Change vs previous 13F +187,520 shares

    0.04% of the 13F portfolio, value $17,197,775.

    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 385,166 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $11,866,954.

    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).