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Disclosery

Cerity Partners LLC: MSTR position timeline

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

Cerity Partners LLC held 36,600 MSTR 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 36,600 shares
    Change vs previous 13F +2,711 shares

    <0.01% of the 13F portfolio, value $3,181,667.

    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 33,889 shares
    Change vs previous 13F +17,775 shares

    0.01% of the 13F portfolio, value $4,229,426.

    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 16,114 shares
    Change vs previous 13F +6,670 shares

    <0.01% of the 13F portfolio, value $2,448,520.

    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 9,444 shares
    Change vs previous 13F -144 shares

    <0.01% of the 13F portfolio, value $3,038,577.

    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 9,588 shares
    Change vs previous 13F -3,702 shares

    0.01% of the 13F portfolio, value $3,875,771.

    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 13,290 shares
    Change vs previous 13F +1,547 shares

    0.01% of the 13F portfolio, value $3,831,025.

    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 11,743 shares
    Change vs previous 13F +5,573 shares

    0.01% of the 13F portfolio, value $3,313,987.

    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 6,170 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,040,313.

    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).