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Cerity Partners LLC: OCFC position timeline

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

Cerity Partners LLC held 41,955 OCFC 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 41,955 shares
    Change vs previous 13F +12,586 shares

    <0.01% of the 13F portfolio, value $819,365.

    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 29,369 shares
    Change vs previous 13F -5,055 shares

    <0.01% of the 13F portfolio, value $529,803.

    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 34,424 shares
    Change vs previous 13F +340 shares

    <0.01% of the 13F portfolio, value $617,899.

    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 34,084 shares
    Change vs previous 13F -385 shares

    <0.01% of the 13F portfolio, value $598,849.

    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 34,469 shares
    Change vs previous 13F -7,140 shares

    <0.01% of the 13F portfolio, value $606,987.

    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 41,609 shares
    Change vs previous 13F +3,033 shares

    <0.01% of the 13F portfolio, value $707,770.

    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 38,576 shares
    Change vs previous 13F -3,329 shares

    <0.01% of the 13F portfolio, value $701,066.

    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 41,905 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $779,011.

    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).