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Disclosery

Cerity Partners LLC: MUNI position timeline

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

Cerity Partners LLC held 111,956 MUNI 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 111,956 shares
    Change vs previous 13F +2,091 shares

    0.01% of the 13F portfolio, value $5,888,886.

    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 109,865 shares
    Change vs previous 13F -100,967 shares

    0.01% of the 13F portfolio, value $5,733,887.

    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 210,832 shares
    Change vs previous 13F +96,762 shares

    0.02% of the 13F portfolio, value $11,049,750.

    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 114,070 shares
    Change vs previous 13F -49,278 shares

    0.01% of the 13F portfolio, value $5,963,580.

    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 163,348 shares
    Change vs previous 13F +42,216 shares

    0.01% of the 13F portfolio, value $8,389,409.

    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 121,132 shares
    Change vs previous 13F +138 shares

    0.01% of the 13F portfolio, value $6,244,338.

    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 120,994 shares
    Change vs previous 13F -18,414 shares

    0.01% of the 13F portfolio, value $6,259,020.

    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 139,408 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,385,836.

    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).