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Cerity Partners LLC: ED position timeline

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

Cerity Partners LLC held 272,991 ED 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 272,991 shares
    Change vs previous 13F +48,893 shares

    0.04% of the 13F portfolio, value $30,201,038.

    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 224,098 shares
    Change vs previous 13F +95,240 shares

    0.04% of the 13F portfolio, value $25,363,424.

    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 128,858 shares
    Change vs previous 13F +12,707 shares

    0.02% of the 13F portfolio, value $12,798,260.

    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 116,151 shares
    Change vs previous 13F -7,013 shares

    0.02% of the 13F portfolio, value $11,675,467.

    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 123,164 shares
    Change vs previous 13F +36,319 shares

    0.02% of the 13F portfolio, value $12,359,490.

    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 86,845 shares
    Change vs previous 13F +9,960 shares

    0.02% of the 13F portfolio, value $9,604,276.

    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 76,885 shares
    Change vs previous 13F -438 shares

    0.02% of the 13F portfolio, value $7,114,799.

    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 77,323 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,051,699.

    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).