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Disclosery

Cerity Partners LLC: LPLA position timeline

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

Cerity Partners LLC held 6,916 LPLA 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 6,916 shares
    Change vs previous 13F +181 shares

    <0.01% of the 13F portfolio, value $1,947,842.

    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 6,735 shares
    Change vs previous 13F +42 shares

    <0.01% of the 13F portfolio, value $2,025,681.

    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 6,693 shares
    Change vs previous 13F -740 shares

    <0.01% of the 13F portfolio, value $2,390,536.

    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 7,433 shares
    Change vs previous 13F -2,578 shares

    <0.01% of the 13F portfolio, value $2,472,966.

    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 10,011 shares
    Change vs previous 13F -2,121 shares

    0.01% of the 13F portfolio, value $3,753,851.

    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 12,132 shares
    Change vs previous 13F +284 shares

    0.01% of the 13F portfolio, value $3,968,990.

    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 11,848 shares
    Change vs previous 13F +802 shares

    0.01% of the 13F portfolio, value $3,134,117.

    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 11,046 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,569,571.

    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).