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Cerity Partners LLC: PEB position timeline

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

Cerity Partners LLC held 35,666 PEB 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 35,666 shares
    Change vs previous 13F -3,037 shares

    <0.01% of the 13F portfolio, value $692,282.

    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 38,703 shares
    Change vs previous 13F +11,493 shares

    <0.01% of the 13F portfolio, value $488,817.

    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 27,210 shares
    Change vs previous 13F -7,124 shares

    <0.01% of the 13F portfolio, value $308,023.

    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 34,334 shares
    Change vs previous 13F +1,431 shares

    <0.01% of the 13F portfolio, value $391,069.

    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 32,903 shares
    Change vs previous 13F +22,556 shares

    <0.01% of the 13F portfolio, value $328,705.

    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 10,347 shares
    Change vs previous 13F -19,400 shares

    <0.01% of the 13F portfolio, value $104,818.

    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 29,747 shares
    Change vs previous 13F -5,059 shares

    <0.01% of the 13F portfolio, value $393,569.

    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 34,806 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $460,483.

    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).