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Disclosery

Cerity Partners LLC: KBDC position timeline

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

Cerity Partners LLC held 67,820 KBDC 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 67,820 shares
    Change vs previous 13F +619 shares

    <0.01% of the 13F portfolio, value $917,615.

    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 67,201 shares
    Change vs previous 13F +22,098 shares

    <0.01% of the 13F portfolio, value $922,003.

    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 45,103 shares
    Change vs previous 13F -21,298 shares

    <0.01% of the 13F portfolio, value $645,870.

    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 66,401 shares
    Change vs previous 13F -76,699 shares

    <0.01% of the 13F portfolio, value $884,460.

    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 143,100 shares
    Change vs previous 13F +70,027 shares

    <0.01% of the 13F portfolio, value $2,183,700.

    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 73,073 shares
    Change vs previous 13F +63,041 shares

    <0.01% of the 13F portfolio, value $1,185,244.

    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 10,032 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $169,943.

    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).