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Cerity Partners LLC: FRSH position timeline

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

Cerity Partners LLC held 517,385 FRSH 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 517,385 shares
    Change vs previous 13F +265,502 shares

    0.01% of the 13F portfolio, value $5,235,937.

    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 251,883 shares
    Change vs previous 13F +172,960 shares

    <0.01% of the 13F portfolio, value $2,022,621.

    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 78,923 shares
    Change vs previous 13F +56,362 shares

    <0.01% of the 13F portfolio, value $966,807.

    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 22,561 shares
    Change vs previous 13F +11,778 shares

    <0.01% of the 13F portfolio, value $265,543.

    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 10,783 shares
    Change vs previous 13F -8,371 shares

    <0.01% of the 13F portfolio, value $160,775.

    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 19,154 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $270,263.

    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).