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Cerity Partners LLC: OWL position timeline

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

Cerity Partners LLC held 508,645 OWL 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 508,645 shares
    Change vs previous 13F +69,555 shares

    0.01% of the 13F portfolio, value $4,450,636.

    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 439,090 shares
    Change vs previous 13F +297,661 shares

    0.01% of the 13F portfolio, value $4,008,989.

    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 141,429 shares
    Change vs previous 13F +52,474 shares

    <0.01% of the 13F portfolio, value $2,112,949.

    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 88,955 shares
    Change vs previous 13F +13,395 shares

    <0.01% of the 13F portfolio, value $1,506,017.

    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 75,560 shares
    Change vs previous 13F -43 shares

    <0.01% of the 13F portfolio, value $1,451,505.

    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 75,603 shares
    Change vs previous 13F -10,949 shares

    <0.01% of the 13F portfolio, value $1,515,086.

    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 86,552 shares
    Change vs previous 13F -103,903 shares

    <0.01% of the 13F portfolio, value $2,013,208.

    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 190,455 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,687,211.

    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).