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Disclosery

Cerity Partners LLC: FRI position timeline

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

Cerity Partners LLC held 8,164 FRI 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 8,164 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $258,780.

    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 8,164 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $232,355.

    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 8,164 shares
    Change vs previous 13F -8,326 shares

    <0.01% of the 13F portfolio, value $222,966.

    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 16,490 shares
    Change vs previous 13F -13,911 shares

    <0.01% of the 13F portfolio, value $463,531.

    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 30,401 shares
    Change vs previous 13F +14,018 shares

    0.01% of the 13F portfolio, value $4,204,827.

    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 16,383 shares
    Change vs previous 13F +34 shares

    <0.01% of the 13F portfolio, value $450,706.

    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 16,349 shares
    Change vs previous 13F +124 shares

    <0.01% of the 13F portfolio, value $447,485.

    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 16,225 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $480,919.

    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).