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Cerity Partners LLC: OPEN position timeline

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

Cerity Partners LLC held 97,005 OPEN 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 97,005 shares
    Change vs previous 13F -22,511 shares

    <0.01% of the 13F portfolio, value $448,163.

    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 119,516 shares
    Change vs previous 13F -3,043 shares

    <0.01% of the 13F portfolio, value $559,335.

    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 122,559 shares
    Change vs previous 13F -12,768 shares

    <0.01% of the 13F portfolio, value $714,585.

    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 135,327 shares
    Change vs previous 13F -180,479 shares

    <0.01% of the 13F portfolio, value $1,078,470.

    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 315,806 shares
    Change vs previous 13F -41,432 shares

    <0.01% of the 13F portfolio, value $168,325.

    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 357,238 shares
    Change vs previous 13F +44,692 shares

    <0.01% of the 13F portfolio, value $364,382.

    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 312,546 shares
    Change vs previous 13F -3,825 shares

    <0.01% of the 13F portfolio, value $502,461.

    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 316,371 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $632,742.

    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).