Skip to content

Cerity Partners LLC: PEN position timeline

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

Cerity Partners LLC held 4,740 PEN 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 4,740 shares
    Change vs previous 13F -4,002 shares

    <0.01% of the 13F portfolio, value $1,496,657.

    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 8,742 shares
    Change vs previous 13F +1,597 shares

    <0.01% of the 13F portfolio, value $2,870,521.

    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 7,145 shares
    Change vs previous 13F -2,713 shares

    <0.01% of the 13F portfolio, value $2,221,454.

    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 9,858 shares
    Change vs previous 13F -172 shares

    <0.01% of the 13F portfolio, value $2,497,229.

    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 10,030 shares
    Change vs previous 13F +1,829 shares

    <0.01% of the 13F portfolio, value $2,574,000.

    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 8,201 shares
    Change vs previous 13F +2,202 shares

    <0.01% of the 13F portfolio, value $2,193,031.

    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 5,999 shares
    Change vs previous 13F +2,387 shares

    <0.01% of the 13F portfolio, value $1,399,820.

    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 3,612 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $701,848.

    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).