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Cerity Partners LLC: R position timeline

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

Cerity Partners LLC held 7,432 R 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 7,432 shares
    Change vs previous 13F +1,580 shares

    <0.01% of the 13F portfolio, value $1,960,562.

    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 5,852 shares
    Change vs previous 13F +210 shares

    <0.01% of the 13F portfolio, value $1,197,966.

    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 5,642 shares
    Change vs previous 13F -1,218 shares

    <0.01% of the 13F portfolio, value $1,079,866.

    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 6,860 shares
    Change vs previous 13F +1,379 shares

    <0.01% of the 13F portfolio, value $1,294,130.

    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 5,481 shares
    Change vs previous 13F +2,098 shares

    <0.01% of the 13F portfolio, value $871,452.

    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 3,383 shares
    Change vs previous 13F -401 shares

    <0.01% of the 13F portfolio, value $486,486.

    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 3,784 shares
    Change vs previous 13F -288 shares

    <0.01% of the 13F portfolio, value $570,286.

    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 4,072 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $593,673.

    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).