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Cerity Partners LLC: QUAL position timeline

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

Cerity Partners LLC held 3,858,453 QUAL 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 3,858,453 shares
    Change vs previous 13F -142,039 shares

    1.02% of the 13F portfolio, value $846,659,755.

    13F-HR 0001172661-26-003640 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Cerity Partners LLC: 3,854,424 shares
    • Cerity Partners Retirement Plan Advisors LLC: 4,029 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,000,492 shares
    Change vs previous 13F +472,802 shares

    1.09% of the 13F portfolio, value $767,334,926.

    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 3,527,690 shares
    Change vs previous 13F -181,327 shares

    1.02% of the 13F portfolio, value $700,929,871.

    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 3,709,017 shares
    Change vs previous 13F -46,863 shares

    1.17% of the 13F portfolio, value $721,238,575.

    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 3,755,880 shares
    Change vs previous 13F +1,065,946 shares

    1.23% of the 13F portfolio, value $686,910,435.

    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 2,689,934 shares
    Change vs previous 13F -1,022 shares

    0.94% of the 13F portfolio, value $459,682,841.

    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 2,690,956 shares
    Change vs previous 13F +107,659 shares

    1.04% of the 13F portfolio, value $479,205,462.

    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 2,583,297 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $463,185,126.

    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).