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Disclosery

Cerity Partners LLC: EXE position timeline

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

Cerity Partners LLC held 165,332 EXE 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 165,332 shares
    Change vs previous 13F +98,333 shares

    0.02% of the 13F portfolio, value $15,076,604.

    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 66,999 shares
    Change vs previous 13F +38,495 shares

    0.01% of the 13F portfolio, value $7,355,096.

    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 28,504 shares
    Change vs previous 13F +4,849 shares

    <0.01% of the 13F portfolio, value $3,145,757.

    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 23,655 shares
    Change vs previous 13F +11,730 shares

    <0.01% of the 13F portfolio, value $2,513,022.

    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 11,925 shares
    Change vs previous 13F +6,766 shares

    <0.01% of the 13F portfolio, value $1,394,391.

    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 5,159 shares
    Change vs previous 13F -3,311 shares

    <0.01% of the 13F portfolio, value $574,211.

    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 8,470 shares
    Change vs previous 13F +3,803 shares

    <0.01% of the 13F portfolio, value $799,561.

    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 4,667 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $383,801.

    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).