Skip to content
Disclosery

Cerity Partners LLC: PB position timeline

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

Cerity Partners LLC held 194,177 PB 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 194,177 shares
    Change vs previous 13F +13,866 shares

    0.02% of the 13F portfolio, value $14,180,725.

    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 180,311 shares
    Change vs previous 13F +26,976 shares

    0.02% of the 13F portfolio, value $12,113,275.

    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 153,335 shares
    Change vs previous 13F +95,450 shares

    0.02% of the 13F portfolio, value $10,597,027.

    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 57,885 shares
    Change vs previous 13F +38,723 shares

    0.01% of the 13F portfolio, value $3,840,703.

    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 19,162 shares
    Change vs previous 13F +12,958 shares

    <0.01% of the 13F portfolio, value $1,345,940.

    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 6,204 shares
    Change vs previous 13F +119 shares

    <0.01% of the 13F portfolio, value $442,780.

    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 6,085 shares
    Change vs previous 13F -197 shares

    <0.01% of the 13F portfolio, value $451,020.

    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 6,282 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $452,744.

    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).