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Disclosery

Cerity Partners LLC: HRB position timeline

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

Cerity Partners LLC held 302,752 HRB 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 302,752 shares
    Change vs previous 13F +162,572 shares

    0.01% of the 13F portfolio, value $11,528,801.

    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 140,180 shares
    Change vs previous 13F +30,850 shares

    0.01% of the 13F portfolio, value $4,449,373.

    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 109,330 shares
    Change vs previous 13F +5,483 shares

    0.01% of the 13F portfolio, value $4,764,617.

    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 103,847 shares
    Change vs previous 13F +7,936 shares

    0.01% of the 13F portfolio, value $5,251,530.

    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 95,911 shares
    Change vs previous 13F +470 shares

    0.01% of the 13F portfolio, value $5,264,559.

    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 95,441 shares
    Change vs previous 13F -20,196 shares

    0.01% of the 13F portfolio, value $5,240,668.

    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 115,637 shares
    Change vs previous 13F -17,026 shares

    0.01% of the 13F portfolio, value $6,795,845.

    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 132,663 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,430,901.

    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).