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Disclosery

Cerity Partners LLC: FDS position timeline

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

Cerity Partners LLC held 46,932 FDS 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 46,932 shares
    Change vs previous 13F +32,545 shares

    0.01% of the 13F portfolio, value $10,796,762.

    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 14,387 shares
    Change vs previous 13F -12,011 shares

    <0.01% of the 13F portfolio, value $3,121,776.

    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 26,398 shares
    Change vs previous 13F +20,551 shares

    0.01% of the 13F portfolio, value $7,660,367.

    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 5,847 shares
    Change vs previous 13F +600 shares

    <0.01% of the 13F portfolio, value $1,675,223.

    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 5,247 shares
    Change vs previous 13F +707 shares

    <0.01% of the 13F portfolio, value $2,346,889.

    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 4,540 shares
    Change vs previous 13F -342 shares

    <0.01% of the 13F portfolio, value $2,063,953.

    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 4,882 shares
    Change vs previous 13F -242 shares

    <0.01% of the 13F portfolio, value $2,269,051.

    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 5,124 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,356,096.

    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).