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Disclosery

Cerity Partners LLC: FINV position timeline

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

Cerity Partners LLC held 54,302 FINV 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 54,302 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $260,107.

    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 54,302 shares
    Change vs previous 13F -5,091 shares

    <0.01% of the 13F portfolio, value $260,107.

    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 59,393 shares
    Change vs previous 13F +4,847 shares

    <0.01% of the 13F portfolio, value $310,626.

    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 54,546 shares
    Change vs previous 13F -144 shares

    <0.01% of the 13F portfolio, value $402,004.

    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 54,690 shares
    Change vs previous 13F -4,578 shares

    <0.01% of the 13F portfolio, value $518,461.

    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 59,268 shares
    Change vs previous 13F +1,439 shares

    <0.01% of the 13F portfolio, value $570,751.

    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 57,829 shares
    Change vs previous 13F -1,468 shares

    <0.01% of the 13F portfolio, value $392,601.

    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 59,297 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $366,456.

    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).