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Cerity Partners LLC: EPR position timeline

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

Cerity Partners LLC held 36,308 EPR 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 36,308 shares
    Change vs previous 13F -4,530 shares

    <0.01% of the 13F portfolio, value $2,106,197.

    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 40,838 shares
    Change vs previous 13F +5,819 shares

    <0.01% of the 13F portfolio, value $2,040,256.

    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 35,019 shares
    Change vs previous 13F -7,582 shares

    <0.01% of the 13F portfolio, value $1,747,430.

    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 42,601 shares
    Change vs previous 13F +7,721 shares

    <0.01% of the 13F portfolio, value $2,471,320.

    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 34,880 shares
    Change vs previous 13F +12,791 shares

    <0.01% of the 13F portfolio, value $2,032,121.

    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 22,089 shares
    Change vs previous 13F +1,360 shares

    <0.01% of the 13F portfolio, value $1,162,111.

    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 20,729 shares
    Change vs previous 13F +1,707 shares

    <0.01% of the 13F portfolio, value $950,923.

    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 19,022 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $932,841.

    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).