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Cerity Partners LLC: FORM position timeline

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

Cerity Partners LLC held 11,339 FORM 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 11,339 shares
    Change vs previous 13F -247 shares

    <0.01% of the 13F portfolio, value $1,813,422.

    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 11,586 shares
    Change vs previous 13F +1,272 shares

    <0.01% of the 13F portfolio, value $1,123,712.

    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 10,314 shares
    Change vs previous 13F +861 shares

    <0.01% of the 13F portfolio, value $590,566.

    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 9,453 shares
    Change vs previous 13F -12,454 shares

    <0.01% of the 13F portfolio, value $347,298.

    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 21,907 shares
    Change vs previous 13F +4,239 shares

    <0.01% of the 13F portfolio, value $753,803.

    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 17,668 shares
    Change vs previous 13F -840 shares

    <0.01% of the 13F portfolio, value $499,827.

    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 18,508 shares
    Change vs previous 13F -2,207 shares

    <0.01% of the 13F portfolio, value $851,286.

    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 20,715 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $952,890.

    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).