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Cerity Partners LLC: III position timeline

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

Cerity Partners LLC held 4,647,020 III 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 4,647,020 shares
    Change vs previous 13F -4,479 shares

    0.02% of the 13F portfolio, value $19,099,253.

    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 4,651,499 shares
    Change vs previous 13F +120,702 shares

    0.03% of the 13F portfolio, value $17,861,755.

    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 4,530,797 shares
    Change vs previous 13F -492,957 shares

    0.04% of the 13F portfolio, value $26,188,005.

    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 5,023,754 shares
    Change vs previous 13F +221 shares

    0.05% of the 13F portfolio, value $28,886,587.

    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 5,023,533 shares
    Change vs previous 13F +690,957 shares

    0.04% of the 13F portfolio, value $24,112,959.

    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 4,332,576 shares
    Change vs previous 13F +3,087 shares

    0.03% of the 13F portfolio, value $16,940,372.

    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 4,329,489 shares
    Change vs previous 13F +411 shares

    0.03% of the 13F portfolio, value $14,460,178.

    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 4,329,078 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $14,480,231.

    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).