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Cerity Partners LLC: ESI position timeline

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

Cerity Partners LLC held 107,793 ESI 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 107,793 shares
    Change vs previous 13F -25,074 shares

    0.01% of the 13F portfolio, value $5,147,167.

    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 132,867 shares
    Change vs previous 13F +40,020 shares

    0.01% of the 13F portfolio, value $4,536,094.

    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 92,847 shares
    Change vs previous 13F -46,125 shares

    <0.01% of the 13F portfolio, value $2,320,236.

    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 138,972 shares
    Change vs previous 13F -17,279 shares

    0.01% of the 13F portfolio, value $3,497,933.

    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 156,251 shares
    Change vs previous 13F -64,803 shares

    0.01% of the 13F portfolio, value $3,539,086.

    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 221,054 shares
    Change vs previous 13F +48,958 shares

    0.01% of the 13F portfolio, value $4,998,021.

    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 172,096 shares
    Change vs previous 13F +96 shares

    0.01% of the 13F portfolio, value $4,618,546.

    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 172,000 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,671,521.

    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).