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Cerity Partners LLC: PAXS position timeline

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

Cerity Partners LLC held 1,378,894 PAXS 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 1,378,894 shares
    Change vs previous 13F -154,057 shares

    0.02% of the 13F portfolio, value $20,062,624.

    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 1,532,951 shares
    Change vs previous 13F +1,432,949 shares

    0.03% of the 13F portfolio, value $22,089,445.

    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 100,002 shares
    Change vs previous 13F +48,864 shares

    <0.01% of the 13F portfolio, value $1,530,022.

    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 51,138 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $832,010.

    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 51,138 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $772,691.

    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 51,138 shares
    Change vs previous 13F +1,138 shares

    <0.01% of the 13F portfolio, value $821,271.

    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 50,000 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $762,500.

    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 50,000 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $831,500.

    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).