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Cerity Partners LLC: FVD position timeline

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

Cerity Partners LLC held 6,232 FVD 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 6,232 shares
    Change vs previous 13F -4,514 shares

    <0.01% of the 13F portfolio, value $300,254.

    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 10,746 shares
    Change vs previous 13F -1,295 shares

    <0.01% of the 13F portfolio, value $505,377.

    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 12,041 shares
    Change vs previous 13F +2,877 shares

    <0.01% of the 13F portfolio, value $554,861.

    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 9,164 shares
    Change vs previous 13F +3,736 shares

    <0.01% of the 13F portfolio, value $423,739.

    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 5,428 shares
    Change vs previous 13F -4,788 shares

    <0.01% of the 13F portfolio, value $242,628.

    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 10,216 shares
    Change vs previous 13F +3,565 shares

    <0.01% of the 13F portfolio, value $455,528.

    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 6,651 shares
    Change vs previous 13F -495 shares

    <0.01% of the 13F portfolio, value $290,521.

    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 7,146 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $325,067.

    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).