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Cerity Partners LLC: DTM position timeline

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

Cerity Partners LLC held 39,411 DTM 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 39,411 shares
    Change vs previous 13F +17,005 shares

    0.01% of the 13F portfolio, value $5,783,055.

    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 22,406 shares
    Change vs previous 13F +2,267 shares

    <0.01% of the 13F portfolio, value $3,017,519.

    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 20,139 shares
    Change vs previous 13F +183 shares

    <0.01% of the 13F portfolio, value $2,410,225.

    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 19,956 shares
    Change vs previous 13F +929 shares

    <0.01% of the 13F portfolio, value $2,256,194.

    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 19,027 shares
    Change vs previous 13F +1,994 shares

    <0.01% of the 13F portfolio, value $2,091,549.

    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 17,033 shares
    Change vs previous 13F +471 shares

    <0.01% of the 13F portfolio, value $1,643,684.

    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 16,562 shares
    Change vs previous 13F +2,566 shares

    <0.01% of the 13F portfolio, value $1,565,961.

    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 13,996 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,100,883.

    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).