Skip to content

Cerity Partners LLC: PR position timeline

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

Cerity Partners LLC held 499,801 PR 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 499,801 shares
    Change vs previous 13F +88,600 shares

    0.01% of the 13F portfolio, value $9,201,257.

    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 411,201 shares
    Change vs previous 13F -535,300 shares

    0.01% of the 13F portfolio, value $8,766,522.

    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 946,501 shares
    Change vs previous 13F +609,378 shares

    0.02% of the 13F portfolio, value $13,279,396.

    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 337,123 shares
    Change vs previous 13F -63,407 shares

    0.01% of the 13F portfolio, value $4,315,185.

    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 400,530 shares
    Change vs previous 13F -209,254 shares

    0.01% of the 13F portfolio, value $5,455,218.

    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 609,784 shares
    Change vs previous 13F -26,991 shares

    0.02% of the 13F portfolio, value $8,445,506.

    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 636,775 shares
    Change vs previous 13F +154,484 shares

    0.02% of the 13F portfolio, value $9,096,908.

    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 482,291 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,563,983.

    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).