Skip to content
Disclosery

Cerity Partners LLC: EFV position timeline

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

Cerity Partners LLC held 732,006 EFV 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 732,006 shares
    Change vs previous 13F -310,360 shares

    0.07% of the 13F portfolio, value $56,034,693.

    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 1,042,366 shares
    Change vs previous 13F +891,793 shares

    0.11% of the 13F portfolio, value $77,499,808.

    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 150,573 shares
    Change vs previous 13F -6,772 shares

    0.02% of the 13F portfolio, value $10,752,473.

    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 157,345 shares
    Change vs previous 13F -40,894 shares

    0.02% of the 13F portfolio, value $10,672,711.

    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 198,239 shares
    Change vs previous 13F +19,126 shares

    0.02% of the 13F portfolio, value $12,584,176.

    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 179,113 shares
    Change vs previous 13F -6,375 shares

    0.02% of the 13F portfolio, value $10,556,934.

    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 185,488 shares
    Change vs previous 13F +102,314 shares

    0.02% of the 13F portfolio, value $9,736,484.

    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 83,174 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,785,021.

    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).