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Cerity Partners LLC: EXP position timeline

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

Cerity Partners LLC held 24,592 EXP 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 24,592 shares
    Change vs previous 13F +9,691 shares

    0.01% of the 13F portfolio, value $5,533,249.

    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 14,901 shares
    Change vs previous 13F -2,950 shares

    <0.01% of the 13F portfolio, value $2,823,007.

    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 17,851 shares
    Change vs previous 13F +5,425 shares

    0.01% of the 13F portfolio, value $3,689,391.

    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 12,426 shares
    Change vs previous 13F +955 shares

    <0.01% of the 13F portfolio, value $2,895,762.

    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 11,471 shares
    Change vs previous 13F -1,552 shares

    <0.01% of the 13F portfolio, value $2,318,459.

    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 13,023 shares
    Change vs previous 13F +243 shares

    0.01% of the 13F portfolio, value $2,890,238.

    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 12,780 shares
    Change vs previous 13F -1,144 shares

    0.01% of the 13F portfolio, value $3,668,828.

    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 13,924 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,005,294.

    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).