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Disclosery

Cerity Partners LLC: RS position timeline

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

Cerity Partners LLC held 23,273 RS 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 23,273 shares
    Change vs previous 13F +3,015 shares

    0.01% of the 13F portfolio, value $8,694,942.

    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 20,258 shares
    Change vs previous 13F +17,336 shares

    0.01% of the 13F portfolio, value $6,156,585.

    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 2,922 shares
    Change vs previous 13F -5,557 shares

    <0.01% of the 13F portfolio, value $844,191.

    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 8,479 shares
    Change vs previous 13F +5,392 shares

    <0.01% of the 13F portfolio, value $2,381,163.

    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 3,087 shares
    Change vs previous 13F +1,116 shares

    <0.01% of the 13F portfolio, value $968,947.

    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 1,971 shares
    Change vs previous 13F -17,639 shares

    <0.01% of the 13F portfolio, value $569,194.

    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 19,610 shares
    Change vs previous 13F -100 shares

    0.01% of the 13F portfolio, value $5,309,066.

    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 19,710 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,700,195.

    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).