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Disclosery

Cerity Partners LLC: PEP position timeline

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

Cerity Partners LLC held 944,926 PEP 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 944,926 shares
    Change vs previous 13F -90,052 shares

    0.16% of the 13F portfolio, value $127,946,840.

    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 1,034,978 shares
    Change vs previous 13F -3,734 shares

    0.23% of the 13F portfolio, value $160,723,466.

    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 1,038,712 shares
    Change vs previous 13F +47,807 shares

    0.22% of the 13F portfolio, value $149,078,368.

    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 990,905 shares
    Change vs previous 13F +52,746 shares

    0.23% of the 13F portfolio, value $139,173,537.

    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 938,159 shares
    Change vs previous 13F -24,105 shares

    0.22% of the 13F portfolio, value $123,889,060.

    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 962,264 shares
    Change vs previous 13F +66,336 shares

    0.3% of the 13F portfolio, value $144,266,790.

    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 895,928 shares
    Change vs previous 13F -49,012 shares

    0.3% of the 13F portfolio, value $137,808,381.

    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 944,940 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $160,687,020.

    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).