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Cerity Partners LLC: FIVE position timeline

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

Cerity Partners LLC held 51,398 FIVE 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 51,398 shares
    Change vs previous 13F -10,505 shares

    0.01% of the 13F portfolio, value $9,240,808.

    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 61,903 shares
    Change vs previous 13F +23,751 shares

    0.02% of the 13F portfolio, value $14,143,618.

    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 38,152 shares
    Change vs previous 13F +19,251 shares

    0.01% of the 13F portfolio, value $7,186,294.

    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 18,901 shares
    Change vs previous 13F +6,055 shares

    <0.01% of the 13F portfolio, value $2,924,008.

    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 12,846 shares
    Change vs previous 13F -18,273 shares

    <0.01% of the 13F portfolio, value $1,685,174.

    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 31,119 shares
    Change vs previous 13F +9,770 shares

    <0.01% of the 13F portfolio, value $2,331,612.

    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 21,349 shares
    Change vs previous 13F +5,698 shares

    <0.01% of the 13F portfolio, value $2,203,692.

    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 15,651 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,382,767.

    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).