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Disclosery

Cerity Partners LLC: PFG position timeline

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

Cerity Partners LLC held 208,030 PFG 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 208,030 shares
    Change vs previous 13F +4,707 shares

    0.03% of the 13F portfolio, value $22,424,161.

    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 203,323 shares
    Change vs previous 13F +22,829 shares

    0.03% of the 13F portfolio, value $18,323,651.

    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 180,494 shares
    Change vs previous 13F +124,781 shares

    0.02% of the 13F portfolio, value $15,921,428.

    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 55,713 shares
    Change vs previous 13F +17,756 shares

    0.01% of the 13F portfolio, value $4,619,222.

    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 37,957 shares
    Change vs previous 13F +3,175 shares

    0.01% of the 13F portfolio, value $3,014,935.

    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 34,782 shares
    Change vs previous 13F +5,603 shares

    0.01% of the 13F portfolio, value $2,934,650.

    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 29,179 shares
    Change vs previous 13F -863 shares

    0.01% of the 13F portfolio, value $2,322,110.

    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 30,042 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,580,553.

    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).