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Disclosery

Cerity Partners LLC: LZ position timeline

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

Cerity Partners LLC held 73,742 LZ 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 73,742 shares
    Change vs previous 13F +5,919 shares

    <0.01% of the 13F portfolio, value $452,040.

    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 67,823 shares
    Change vs previous 13F -40,820 shares

    <0.01% of the 13F portfolio, value $384,556.

    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 108,643 shares
    Change vs previous 13F +18,060 shares

    <0.01% of the 13F portfolio, value $1,078,825.

    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 90,583 shares
    Change vs previous 13F +19,343 shares

    <0.01% of the 13F portfolio, value $940,252.

    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 71,240 shares
    Change vs previous 13F +25,061 shares

    <0.01% of the 13F portfolio, value $634,748.

    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 46,179 shares
    Change vs previous 13F +30,266 shares

    <0.01% of the 13F portfolio, value $397,601.

    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 15,913 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $119,333.

    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).