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Disclosery

Cerity Partners LLC: NAD position timeline

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

Cerity Partners LLC held 194,009 NAD 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 194,009 shares
    Change vs previous 13F -16,847 shares

    <0.01% of the 13F portfolio, value $2,351,386.

    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 210,856 shares
    Change vs previous 13F -7,815 shares

    <0.01% of the 13F portfolio, value $2,424,851.

    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 218,671 shares
    Change vs previous 13F +20,996 shares

    <0.01% of the 13F portfolio, value $2,628,421.

    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 197,675 shares
    Change vs previous 13F +23,559 shares

    <0.01% of the 13F portfolio, value $2,310,822.

    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 174,116 shares
    Change vs previous 13F +69,513 shares

    <0.01% of the 13F portfolio, value $1,965,770.

    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 104,603 shares
    Change vs previous 13F +5,015 shares

    <0.01% of the 13F portfolio, value $1,205,026.

    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 99,588 shares
    Change vs previous 13F -2,204 shares

    <0.01% of the 13F portfolio, value $1,161,197.

    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 101,792 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,260,185.

    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).