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Cerity Partners LLC: HL position timeline

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

Cerity Partners LLC held 27,708 HL 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 27,708 shares
    Change vs previous 13F -2,713 shares

    <0.01% of the 13F portfolio, value $427,542.

    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 30,421 shares
    Change vs previous 13F -7,145 shares

    <0.01% of the 13F portfolio, value $566,767.

    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 37,566 shares
    Change vs previous 13F +15,419 shares

    <0.01% of the 13F portfolio, value $720,899.

    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 22,147 shares
    Change vs previous 13F -3,308 shares

    <0.01% of the 13F portfolio, value $267,981.

    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 25,455 shares
    Change vs previous 13F +14,311 shares

    <0.01% of the 13F portfolio, value $152,477.

    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 11,144 shares
    Change vs previous 13F -549 shares

    <0.01% of the 13F portfolio, value $61,961.

    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 11,693 shares
    Change vs previous 13F -4,551 shares

    <0.01% of the 13F portfolio, value $68,390.

    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 16,244 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $108,348.

    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).