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Disclosery

Cerity Partners LLC: EXC position timeline

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

Cerity Partners LLC held 499,946 EXC 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 499,946 shares
    Change vs previous 13F +65,514 shares

    0.03% of the 13F portfolio, value $23,307,437.

    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 434,432 shares
    Change vs previous 13F -9,047 shares

    0.03% of the 13F portfolio, value $21,295,837.

    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 443,479 shares
    Change vs previous 13F +145,438 shares

    0.03% of the 13F portfolio, value $19,331,479.

    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 298,041 shares
    Change vs previous 13F +13,167 shares

    0.02% of the 13F portfolio, value $13,414,802.

    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 284,874 shares
    Change vs previous 13F -201,094 shares

    0.02% of the 13F portfolio, value $12,369,246.

    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 485,968 shares
    Change vs previous 13F +63,009 shares

    0.05% of the 13F portfolio, value $22,393,366.

    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 422,959 shares
    Change vs previous 13F +79,009 shares

    0.03% of the 13F portfolio, value $16,020,172.

    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 343,950 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $13,947,200.

    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).