Skip to content
Disclosery

Cerity Partners LLC: OTEX position timeline

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

Cerity Partners LLC held 39,126 OTEX 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 39,126 shares
    Change vs previous 13F -18,155 shares

    <0.01% of the 13F portfolio, value $866,631.

    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 57,281 shares
    Change vs previous 13F +2,481 shares

    <0.01% of the 13F portfolio, value $1,273,933.

    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 54,800 shares
    Change vs previous 13F +3,680 shares

    <0.01% of the 13F portfolio, value $1,785,377.

    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 51,120 shares
    Change vs previous 13F +2,117 shares

    <0.01% of the 13F portfolio, value $1,910,858.

    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 49,003 shares
    Change vs previous 13F +1,612 shares

    <0.01% of the 13F portfolio, value $1,430,881.

    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 47,391 shares
    Change vs previous 13F +14,109 shares

    <0.01% of the 13F portfolio, value $1,197,098.

    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 33,282 shares
    Change vs previous 13F -1,025 shares

    <0.01% of the 13F portfolio, value $969,272.

    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 34,307 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,141,749.

    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).