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Disclosery

Cerity Partners LLC: DFUS position timeline

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

Cerity Partners LLC held 718,664 DFUS 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 718,664 shares
    Change vs previous 13F +28,207 shares

    0.07% of the 13F portfolio, value $58,875,497.

    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 690,457 shares
    Change vs previous 13F +327,084 shares

    0.07% of the 13F portfolio, value $48,961,073.

    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 363,373 shares
    Change vs previous 13F -187,057 shares

    0.04% of the 13F portfolio, value $26,951,339.

    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 550,430 shares
    Change vs previous 13F -24,169 shares

    0.06% of the 13F portfolio, value $39,873,158.

    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 574,599 shares
    Change vs previous 13F +5,535 shares

    0.07% of the 13F portfolio, value $38,509,645.

    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 569,064 shares
    Change vs previous 13F -4,692 shares

    0.07% of the 13F portfolio, value $34,417,028.

    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 573,756 shares
    Change vs previous 13F -34,122 shares

    0.08% of the 13F portfolio, value $36,576,968.

    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 607,878 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $37,810,076.

    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).