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Disclosery

Cerity Partners LLC: HTB position timeline

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

Cerity Partners LLC held 24,614 HTB 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 24,614 shares
    Change vs previous 13F -339 shares

    <0.01% of the 13F portfolio, value $1,227,993.

    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 24,953 shares
    Change vs previous 13F -1,502 shares

    <0.01% of the 13F portfolio, value $1,064,247.

    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 26,455 shares
    Change vs previous 13F -875 shares

    <0.01% of the 13F portfolio, value $1,135,979.

    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 27,330 shares
    Change vs previous 13F +219 shares

    <0.01% of the 13F portfolio, value $1,118,891.

    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 27,111 shares
    Change vs previous 13F +45 shares

    <0.01% of the 13F portfolio, value $1,014,223.

    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 27,066 shares
    Change vs previous 13F -153 shares

    <0.01% of the 13F portfolio, value $927,823.

    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 27,219 shares
    Change vs previous 13F -7 shares

    <0.01% of the 13F portfolio, value $927,442.

    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 27,226 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $927,862.

    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).