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Cerity Partners LLC: DOCU position timeline

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

Cerity Partners LLC held 236,855 DOCU 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 236,855 shares
    Change vs previous 13F +130,694 shares

    0.01% of the 13F portfolio, value $10,521,110.

    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 106,161 shares
    Change vs previous 13F -11,542 shares

    0.01% of the 13F portfolio, value $5,033,107.

    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 117,703 shares
    Change vs previous 13F +8,101 shares

    0.01% of the 13F portfolio, value $8,050,907.

    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 109,602 shares
    Change vs previous 13F +18,580 shares

    0.01% of the 13F portfolio, value $7,901,231.

    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 91,022 shares
    Change vs previous 13F -20,485 shares

    0.01% of the 13F portfolio, value $7,089,730.

    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 111,507 shares
    Change vs previous 13F +10,696 shares

    0.02% of the 13F portfolio, value $9,076,692.

    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 100,811 shares
    Change vs previous 13F -789 shares

    0.02% of the 13F portfolio, value $8,986,450.

    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 101,600 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,308,364.

    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).