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Cerity Partners LLC: PFEB position timeline

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

Cerity Partners LLC held 75,616 PFEB 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 75,616 shares
    Change vs previous 13F +12,833 shares

    <0.01% of the 13F portfolio, value $3,256,025.

    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 62,783 shares
    Change vs previous 13F +36,143 shares

    <0.01% of the 13F portfolio, value $2,517,599.

    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 26,640 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $1,084,752.

    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 26,640 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $1,057,342.

    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 26,640 shares
    Change vs previous 13F +5,000 shares

    <0.01% of the 13F portfolio, value $1,012,586.

    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 21,640 shares
    Change vs previous 13F +2,200 shares

    <0.01% of the 13F portfolio, value $775,145.

    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 19,440 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $715,392.

    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 19,440 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $700,618.

    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).