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Disclosery

Cerity Partners LLC: EPP position timeline

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

Cerity Partners LLC held 33,733 EPP 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 33,733 shares
    Change vs previous 13F +10,589 shares

    <0.01% of the 13F portfolio, value $1,796,618.

    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 23,144 shares
    Change vs previous 13F -2,023 shares

    <0.01% of the 13F portfolio, value $1,229,849.

    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 25,167 shares
    Change vs previous 13F -736 shares

    <0.01% of the 13F portfolio, value $1,270,156.

    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 25,903 shares
    Change vs previous 13F -883 shares

    <0.01% of the 13F portfolio, value $1,335,541.

    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 26,786 shares
    Change vs previous 13F -503 shares

    <0.01% of the 13F portfolio, value $1,322,407.

    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 27,289 shares
    Change vs previous 13F -43,415 shares

    <0.01% of the 13F portfolio, value $1,203,427.

    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 70,704 shares
    Change vs previous 13F -43,706 shares

    0.01% of the 13F portfolio, value $3,312,603.

    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 114,410 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,587,779.

    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).