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Cerity Partners LLC: OEF position timeline

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

Cerity Partners LLC held 165,087 OEF 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 165,087 shares
    Change vs previous 13F -1,393 shares

    0.07% of the 13F portfolio, value $60,400,162.

    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 166,480 shares
    Change vs previous 13F -279 shares

    0.08% of the 13F portfolio, value $52,951,861.

    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 166,759 shares
    Change vs previous 13F -513 shares

    0.08% of the 13F portfolio, value $57,193,265.

    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 167,272 shares
    Change vs previous 13F -3,187 shares

    0.09% of the 13F portfolio, value $55,674,845.

    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 170,459 shares
    Change vs previous 13F -3,847 shares

    0.09% of the 13F portfolio, value $51,879,150.

    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 174,306 shares
    Change vs previous 13F -6,415 shares

    0.1% of the 13F portfolio, value $47,207,137.

    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 180,721 shares
    Change vs previous 13F +20,820 shares

    0.11% of the 13F portfolio, value $52,201,143.

    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 159,901 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $44,254,172.

    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).