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Cerity Partners LLC: EFAV position timeline

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

Cerity Partners LLC held 28,009 EFAV 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 28,009 shares
    Change vs previous 13F +322 shares

    <0.01% of the 13F portfolio, value $2,456,643.

    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 27,687 shares
    Change vs previous 13F +1,486 shares

    <0.01% of the 13F portfolio, value $2,529,772.

    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 26,201 shares
    Change vs previous 13F +5,615 shares

    <0.01% of the 13F portfolio, value $2,259,926.

    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 20,586 shares
    Change vs previous 13F -1,242 shares

    <0.01% of the 13F portfolio, value $1,746,387.

    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 21,828 shares
    Change vs previous 13F -157 shares

    <0.01% of the 13F portfolio, value $1,834,844.

    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 21,985 shares
    Change vs previous 13F -797 shares

    <0.01% of the 13F portfolio, value $1,713,099.

    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 22,782 shares
    Change vs previous 13F +12,994 shares

    <0.01% of the 13F portfolio, value $1,610,941.

    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 9,788 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $750,746.

    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).