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Disclosery

Cerity Partners LLC: LPL position timeline

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

Cerity Partners LLC held 492,279 LPL 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 492,279 shares
    Change vs previous 13F +155,953 shares

    <0.01% of the 13F portfolio, value $1,914,966.

    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 336,326 shares
    Change vs previous 13F +166,916 shares

    <0.01% of the 13F portfolio, value $1,304,945.

    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 169,410 shares
    Change vs previous 13F +27,067 shares

    <0.01% of the 13F portfolio, value $713,215.

    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 142,343 shares
    Change vs previous 13F +5,814 shares

    <0.01% of the 13F portfolio, value $743,030.

    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 136,529 shares
    Change vs previous 13F +7,867 shares

    <0.01% of the 13F portfolio, value $466,929.

    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 128,662 shares
    Change vs previous 13F +107,167 shares

    <0.01% of the 13F portfolio, value $400,139.

    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 21,495 shares
    Change vs previous 13F -3,335 shares

    <0.01% of the 13F portfolio, value $76,952.

    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 24,830 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $100,562.

    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).