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Cerity Partners LLC: PSO position timeline

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

Cerity Partners LLC held 140,339 PSO 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 140,339 shares
    Change vs previous 13F +3,641 shares

    <0.01% of the 13F portfolio, value $2,229,975.

    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 136,698 shares
    Change vs previous 13F -6,113 shares

    <0.01% of the 13F portfolio, value $1,794,839.

    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 142,811 shares
    Change vs previous 13F -14,585 shares

    <0.01% of the 13F portfolio, value $2,005,063.

    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 157,396 shares
    Change vs previous 13F +418 shares

    <0.01% of the 13F portfolio, value $2,228,731.

    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 156,978 shares
    Change vs previous 13F +2,975 shares

    <0.01% of the 13F portfolio, value $2,343,700.

    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 154,003 shares
    Change vs previous 13F +66,621 shares

    0.01% of the 13F portfolio, value $2,465,749.

    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 87,382 shares
    Change vs previous 13F +18,742 shares

    <0.01% of the 13F portfolio, value $1,368,059.

    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 68,640 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $931,448.

    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).