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Disclosery

Cerity Partners LLC: LOPE position timeline

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

Cerity Partners LLC held 17,301 LOPE 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 17,301 shares
    Change vs previous 13F -8,568 shares

    <0.01% of the 13F portfolio, value $2,475,951.

    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 25,869 shares
    Change vs previous 13F -3,219 shares

    0.01% of the 13F portfolio, value $4,398,582.

    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 29,088 shares
    Change vs previous 13F +4,248 shares

    0.01% of the 13F portfolio, value $4,837,611.

    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 24,840 shares
    Change vs previous 13F +657 shares

    0.01% of the 13F portfolio, value $5,452,964.

    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 24,183 shares
    Change vs previous 13F +38 shares

    0.01% of the 13F portfolio, value $4,570,623.

    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 24,145 shares
    Change vs previous 13F +2,225 shares

    0.01% of the 13F portfolio, value $4,177,557.

    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 21,920 shares
    Change vs previous 13F +925 shares

    0.01% of the 13F portfolio, value $3,316,149.

    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 20,995 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,978,170.

    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).