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Disclosery

Cerity Partners LLC: OBDC position timeline

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

Cerity Partners LLC held 1,092,624 OBDC 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 1,092,624 shares
    Change vs previous 13F -87,460 shares

    0.01% of the 13F portfolio, value $11,876,828.

    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 1,180,084 shares
    Change vs previous 13F +159,494 shares

    0.02% of the 13F portfolio, value $13,051,736.

    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 1,020,590 shares
    Change vs previous 13F +645,674 shares

    0.02% of the 13F portfolio, value $12,685,926.

    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 374,916 shares
    Change vs previous 13F -79,439 shares

    0.01% of the 13F portfolio, value $4,787,669.

    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 454,355 shares
    Change vs previous 13F -85,787 shares

    0.01% of the 13F portfolio, value $6,515,447.

    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 540,142 shares
    Change vs previous 13F +283,156 shares

    0.02% of the 13F portfolio, value $7,918,480.

    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 256,986 shares
    Change vs previous 13F -79,216 shares

    0.01% of the 13F portfolio, value $3,922,883.

    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 336,202 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,935,778.

    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).