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Cerity Partners LLC: PAA position timeline

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

Cerity Partners LLC held 123,225 PAA 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 123,225 shares
    Change vs previous 13F +3,738 shares

    <0.01% of the 13F portfolio, value $2,742,991.

    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 119,487 shares
    Change vs previous 13F -120,373 shares

    <0.01% of the 13F portfolio, value $2,668,143.

    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 239,860 shares
    Change vs previous 13F +125,896 shares

    0.01% of the 13F portfolio, value $4,307,894.

    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 113,964 shares
    Change vs previous 13F +9,219 shares

    <0.01% of the 13F portfolio, value $1,944,225.

    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 104,745 shares
    Change vs previous 13F -10,410 shares

    <0.01% of the 13F portfolio, value $1,918,924.

    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 115,155 shares
    Change vs previous 13F -51,917 shares

    <0.01% of the 13F portfolio, value $2,303,097.

    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 167,072 shares
    Change vs previous 13F -12,775 shares

    0.01% of the 13F portfolio, value $2,858,992.

    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 179,847 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,123,942.

    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).