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Cerity Partners LLC: PPL position timeline

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

Cerity Partners LLC held 119,997 PPL 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 119,997 shares
    Change vs previous 13F +61,386 shares

    0.01% of the 13F portfolio, value $4,361,878.

    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 58,611 shares
    Change vs previous 13F +14,574 shares

    <0.01% of the 13F portfolio, value $2,238,936.

    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 44,037 shares
    Change vs previous 13F -591 shares

    <0.01% of the 13F portfolio, value $1,542,172.

    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 44,628 shares
    Change vs previous 13F +2,667 shares

    <0.01% of the 13F portfolio, value $1,658,367.

    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 41,961 shares
    Change vs previous 13F +1,050 shares

    <0.01% of the 13F portfolio, value $1,422,035.

    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 40,911 shares
    Change vs previous 13F +613 shares

    <0.01% of the 13F portfolio, value $1,477,286.

    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 40,298 shares
    Change vs previous 13F +3,510 shares

    <0.01% of the 13F portfolio, value $1,318,010.

    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 36,788 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,217,177.

    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).