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Disclosery

Cerity Partners LLC: OLLI position timeline

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

Cerity Partners LLC held 3,217 OLLI 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 3,217 shares
    Change vs previous 13F -24,488 shares

    <0.01% of the 13F portfolio, value $247,347.

    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 27,705 shares
    Change vs previous 13F +16,632 shares

    <0.01% of the 13F portfolio, value $2,550,006.

    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 11,073 shares
    Change vs previous 13F -4,265 shares

    <0.01% of the 13F portfolio, value $1,213,745.

    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 15,338 shares
    Change vs previous 13F +8,852 shares

    <0.01% of the 13F portfolio, value $1,969,437.

    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 6,486 shares
    Change vs previous 13F +1,844 shares

    <0.01% of the 13F portfolio, value $854,766.

    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 4,642 shares
    Change vs previous 13F -1,721 shares

    <0.01% of the 13F portfolio, value $540,144.

    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 6,363 shares
    Change vs previous 13F -2,614 shares

    <0.01% of the 13F portfolio, value $685,808.

    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 8,977 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $872,564.

    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).