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Disclosery

Cerity Partners LLC: HASI position timeline

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

Cerity Partners LLC held 18,530 HASI 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 18,530 shares
    Change vs previous 13F -4,916 shares

    <0.01% of the 13F portfolio, value $723,620.

    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 23,446 shares
    Change vs previous 13F +4,282 shares

    <0.01% of the 13F portfolio, value $861,644.

    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 19,164 shares
    Change vs previous 13F +4,310 shares

    <0.01% of the 13F portfolio, value $602,339.

    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 14,854 shares
    Change vs previous 13F -3,141 shares

    <0.01% of the 13F portfolio, value $456,016.

    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 17,995 shares
    Change vs previous 13F -1,337 shares

    <0.01% of the 13F portfolio, value $483,365.

    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 19,332 shares
    Change vs previous 13F +1,497 shares

    <0.01% of the 13F portfolio, value $565,268.

    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 17,835 shares
    Change vs previous 13F -4,011 shares

    <0.01% of the 13F portfolio, value $518,200.

    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 21,846 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $753,042.

    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).