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Disclosery

Cerity Partners LLC: FR position timeline

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

Cerity Partners LLC held 67,861 FR 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 67,861 shares
    Change vs previous 13F -18,851 shares

    0.01% of the 13F portfolio, value $4,160,518.

    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 86,712 shares
    Change vs previous 13F +11,430 shares

    0.01% of the 13F portfolio, value $5,016,241.

    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 75,282 shares
    Change vs previous 13F +21,211 shares

    0.01% of the 13F portfolio, value $4,311,425.

    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 54,071 shares
    Change vs previous 13F -8,942 shares

    <0.01% of the 13F portfolio, value $2,783,047.

    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 63,013 shares
    Change vs previous 13F +51,828 shares

    0.01% of the 13F portfolio, value $3,032,816.

    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 11,185 shares
    Change vs previous 13F +2,653 shares

    <0.01% of the 13F portfolio, value $605,834.

    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 8,532 shares
    Change vs previous 13F -287 shares

    <0.01% of the 13F portfolio, value $441,759.

    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 8,819 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $495,723.

    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).