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Disclosery

Cerity Partners LLC: PM position timeline

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

Cerity Partners LLC held 429,078 PM 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 429,078 shares
    Change vs previous 13F +30,854 shares

    0.09% of the 13F portfolio, value $77,624,675.

    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 398,224 shares
    Change vs previous 13F -312,811 shares

    0.09% of the 13F portfolio, value $65,842,873.

    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 711,035 shares
    Change vs previous 13F +366,511 shares

    0.17% of the 13F portfolio, value $114,049,950.

    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 344,524 shares
    Change vs previous 13F +16,345 shares

    0.09% of the 13F portfolio, value $55,881,626.

    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 328,179 shares
    Change vs previous 13F +23,582 shares

    0.11% of the 13F portfolio, value $59,782,971.

    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 304,597 shares
    Change vs previous 13F +9,637 shares

    0.1% of the 13F portfolio, value $48,360,054.

    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 294,960 shares
    Change vs previous 13F +43,072 shares

    0.08% of the 13F portfolio, value $35,584,607.

    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 251,888 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $30,587,775.

    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).