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Disclosery

Cerity Partners LLC: LMBS position timeline

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

Cerity Partners LLC held 423,154 LMBS 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 423,154 shares
    Change vs previous 13F -12,505 shares

    0.03% of the 13F portfolio, value $21,064,606.

    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 435,659 shares
    Change vs previous 13F +643 shares

    0.03% of the 13F portfolio, value $21,700,175.

    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 435,016 shares
    Change vs previous 13F +3,105 shares

    0.03% of the 13F portfolio, value $21,746,450.

    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 431,911 shares
    Change vs previous 13F +24,782 shares

    0.03% of the 13F portfolio, value $21,504,849.

    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 407,129 shares
    Change vs previous 13F +2,524 shares

    0.04% of the 13F portfolio, value $20,055,158.

    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 404,605 shares
    Change vs previous 13F +10,938 shares

    0.04% of the 13F portfolio, value $19,890,378.

    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 393,667 shares
    Change vs previous 13F +10,718 shares

    0.04% of the 13F portfolio, value $19,159,773.

    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 382,949 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $18,921,510.

    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).