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Disclosery

Cerity Partners LLC: EW position timeline

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

Cerity Partners LLC held 239,546 EW 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 239,546 shares
    Change vs previous 13F +29,615 shares

    0.03% of the 13F portfolio, value $21,669,358.

    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 209,931 shares
    Change vs previous 13F -7,576 shares

    0.02% of the 13F portfolio, value $16,811,314.

    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 217,507 shares
    Change vs previous 13F +4,802 shares

    0.03% of the 13F portfolio, value $18,542,466.

    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 212,705 shares
    Change vs previous 13F +7,545 shares

    0.03% of the 13F portfolio, value $16,542,078.

    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 205,160 shares
    Change vs previous 13F -7,763 shares

    0.03% of the 13F portfolio, value $16,045,623.

    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 212,923 shares
    Change vs previous 13F +86,089 shares

    0.03% of the 13F portfolio, value $15,432,666.

    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 126,834 shares
    Change vs previous 13F +4,012 shares

    0.02% of the 13F portfolio, value $9,207,332.

    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 122,822 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,104,996.

    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).