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Disclosery

Cerity Partners LLC: IR position timeline

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

Cerity Partners LLC held 88,063 IR 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 88,063 shares
    Change vs previous 13F -19,896 shares

    0.01% of the 13F portfolio, value $7,220,245.

    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 107,959 shares
    Change vs previous 13F -1,616 shares

    0.01% of the 13F portfolio, value $8,649,802.

    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 109,575 shares
    Change vs previous 13F -14,843 shares

    0.01% of the 13F portfolio, value $8,680,557.

    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 124,418 shares
    Change vs previous 13F -20,832 shares

    0.02% of the 13F portfolio, value $10,279,464.

    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 145,250 shares
    Change vs previous 13F -35,022 shares

    0.02% of the 13F portfolio, value $12,081,898.

    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 180,272 shares
    Change vs previous 13F -47,417 shares

    0.03% of the 13F portfolio, value $14,427,237.

    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 227,689 shares
    Change vs previous 13F -44,403 shares

    0.04% of the 13F portfolio, value $20,705,933.

    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 272,092 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $26,708,586.

    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).